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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 2 offices throughout the country.
GEMMER ASSET MANAGEMENT LLC is a Walnut Creek, California based Financial Planning firm with nearly $1,448,827,138 assets under management, offering retirement planning & investment advisory services to 3206 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109034 |
| SEC# | 801-56517 |
| Assets Managed by Firm | $1,448,827,138 |
| No. of Clients | 3206 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3206 | $1,448,827,138 |
| Individuals (other than high net worth individuals) | 764 | $294,292,449 |
| High net worth individuals | 357 | $1,137,907,910 |
| Pension and profit sharing plans | $1,562,032 | |
| Charitable organizations | Fewer than 5 clients | $6,388,252 |
| Other investment advisers | 7 | $3,288,120 |
| Corporations or other businesses | 6 | $5,388,375 |
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