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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

20

name start date
Ross Gerber
July 2010
Danilo Kawasaki
July 2010
Zachary Vincent Bainter
July 2010
Xiao Song Gui
April 2019
Brett Thomas Sifling
January 2018

    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