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Home > Retirement Planners > california > folsom > GASBER FINANCIAL ADVISORS, INC
GASBER FINANCIAL ADVISORS, INC
81 Blue Ravine Road
Suite 250
Folsom, California 95630-4157
Tel: 916-985-2594
About GASBER FINANCIAL ADVISORS, INC
GASBER FINANCIAL ADVISORS, INC, formally registered with the SEC as GASBER FINANCIAL ADVISORS, INC. The firm was established in 04/27/2011. They have over 1 offices throughout the country.
GASBER FINANCIAL ADVISORS, INC is a Folsom, California based Financial Planning firm with nearly $159,881,787 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157329 |
| SEC# | 801-72295 |
| Assets Managed by Firm | $159,881,787 |
| No. of Clients | 377 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 377 | $159,881,787 |
| Individuals (other than high net worth individuals) | 95 | $35,169,509 |
| High net worth individuals | 38 | $116,457,165 |
| Pension and profit sharing plans | 4 | $8,255,113 |
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