Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > walnut creek > GEMMER ASSET MANAGEMENT LLC
GEMMER ASSET MANAGEMENT LLC
1655 North Main St
Suite 360
Walnut Creek, California 94596
Tel: 925-933-3786
About GEMMER ASSET MANAGEMENT LLC
GEMMER ASSET MANAGEMENT LLC, formally registered with the SEC as GEMMER ASSET MANAGEMENT LLC. The firm was established in 05/21/1999. They have over 3 offices throughout the country.
GEMMER ASSET MANAGEMENT LLC is a Walnut Creek, California based Financial Planning firm with nearly $1,704,981,494 assets under management, offering retirement planning & investment advisory services to 3319 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109034 |
| SEC# | 801-56517 |
| Assets Managed by Firm | $1,704,981,494 |
| No. of Clients | 3319 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3319 | $1,704,981,494 |
| Individuals (other than high net worth individuals) | 725 | $291,415,625 |
| High net worth individuals | 429 | $1,390,851,788 |
| Pension and profit sharing plans | 4 | $4,351,626 |
| Charitable organizations | 5 | $9,628,312 |
| Other investment advisers | 6 | $2,919,246 |
| Corporations or other businesses | 5 | $5,814,897 |
More Retirement Planning firms in Walnut Creek, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Walnut Creek, California