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Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 19, 2017
    • $610.7M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 4K
      number of clients
    • $167.3K
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Annuities
    • -Business Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

Advisors

Current Advisors

# of advisors

18

name start date
Ross Gerber
July 2010
Matthew Iantosca
July 2010
Julie Joe Logsden Mellor
May 2018
Benjamin Thomas Dunbar
May 2015
Francine S Lai
January 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Danilo Kawasaki Vice President May, 2010 25% to 50%
    Ross Matthew Gerber President/Chief Compliance Officer May, 2010 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees