GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

2716 Ocean Park Blvd #2020-2022
Santa Monica, California 90405
Tel: 310-399-6397

About GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT, formally registered with the SEC as GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT. The firm was established in 03/14/2014. They have over 1 offices throughout the country.

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT is a Santa Monica, California based Financial Planning firm with nearly $2,593,632,962 assets under management, offering retirement planning & investment advisory services to 17360 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153649
SEC#	801-79339
Assets Managed by Firm	$2,593,632,962
No. of Clients	17360
No. of Advisors	48

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD-PARTY ADVISORY FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	17360	$2,593,632,962
Individuals (other than high net worth individuals)	12334	$1,135,557,742
High net worth individuals	554	$1,217,049,690
Pension and profit sharing plans	260	$146,619,658
Charitable organizations	39	$9,435,388
Corporations or other businesses	90	$66,397,003

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