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 $2,194,533,583 assets under management, offering retirement planning & investment advisory services to 14394 clients. The firm is staffed with 46 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153649
SEC#	801-79339
Assets Managed by Firm	$2,194,533,583
No. of Clients	14394
No. of Advisors	46

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(THIRD-PARTY ADVISORY FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	14394	$2,194,533,583
Individuals (other than high net worth individuals)	11200	$944,786,264
High net worth individuals	504	$1,009,581,530
Pension and profit sharing plans	237	$170,020,084
Charitable organizations	36	$3,005,566
Corporations or other businesses	82	$52,939,299

Inquire with GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

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