GERBER, LLC

580 N Fourth Street
Suite 400
Columbus, Ohio 43215
Tel: 614-431-4343

About GERBER, LLC

GERBER, LLC, formally registered with the SEC as GERBER, LLC. The firm was established in 01/25/2008. They have over 1 offices throughout the country.

GERBER, LLC is a Columbus, Ohio based Financial Planning firm with nearly $502,825,887 assets under management, offering retirement planning & investment advisory services to 921 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120039
SEC#	801-68731
Assets Managed by Firm	$502,825,887
No. of Clients	921
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	921	$502,825,887
Individuals (other than high net worth individuals)	77	$18,305,314
High net worth individuals	137	$479,800,694
Corporations or other businesses	Fewer than 5 clients	$4,719,879

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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