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Gasber Financial Advisors, Inc

● SEC registered since 2011CRD 157329SEC# 801-72295Folsom, CA
Export (members)
Reg. AUM
$159.9M
Employees
4
Accounts
377
Location
Folsom, CA

Gasber Financial Advisors, Inc assets under management

Gasber Financial Advisors, Inc is an investment advisory firm registered with the SEC based in Folsom, CA. The firm has been registered since 2011. It reports $159.9 million in regulatory assets under management and employs 4 people.
www.gasberfinancial.comView on SEC.gov ↗

Gasber Financial Advisors, Inc owners & executives

2 reported
NameTitleOwnershipSince
Gerald Eugene Gasber ControlPresidentOver 75%1995
Karen Arvilla Miller ControlMember/Chief Compliance Officer10-25%2020

Frequently asked questions

How much does Gasber Financial Advisors, Inc manage?

Gasber Financial Advisors, Inc reports $159.9 million in regulatory assets under management on its Form ADV.

How many employees does Gasber Financial Advisors, Inc have?

Gasber Financial Advisors, Inc reports 4 employees.

Where is Gasber Financial Advisors, Inc located?

Gasber Financial Advisors, Inc is based in Folsom, CA and has been SEC-registered since 2011.

Does Gasber Financial Advisors, Inc disclose fund performance?

Gasber Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address81 Blue Ravine Road, Suite 250, Folsom, CA 95630-4157
Phone916-985-2594
Fax916-985-2001
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.8M
Non-discretionary$8.1M
Total (RAUM)$159.9M