GEBHARDT GROUP, INC

3390 Mt. Diablo Boulevard
Suite 250
Lafayette, California 94549
Tel: 925-283-9150

About GEBHARDT GROUP, INC

GEBHARDT GROUP, INC, formally registered with the SEC as GEBHARDT GROUP, INC. The firm was established in 10/28/2014. They have over 2 offices throughout the country.

GEBHARDT GROUP, INC is a Lafayette, California based Financial Planning firm with nearly $268,904,415 assets under management, offering retirement planning & investment advisory services to 763 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142903
SEC#	801-80379
Assets Managed by Firm	$268,904,415
No. of Clients	763
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	763	$268,904,415
Individuals (other than high net worth individuals)	148	$79,939,617
High net worth individuals	78	$164,520,784
Pension and profit sharing plans	9	$24,444,014

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