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Gebhardt Group, Inc

● SEC registered since 2014CRD 142903SEC# 801-80379Lafayette, CA
Export (members)
Reg. AUM
$295.2M
Employees
7
Accounts
762
Location
Lafayette, CA

Gebhardt Group, Inc assets under management

Gebhardt Group, Inc is a registered investment adviser overseen by the SEC based in Lafayette, CA. The firm has been registered since 2014. It reports $295.2 million in regulatory assets under management and employs 7 people.
www.gebhardtgroupinc.comView on SEC.gov ↗

Gebhardt Group, Inc owners & executives

2 reported
NameTitleOwnershipSince
James C Gebhardt ControlPresident, Chief Compliance OfficerOver 75%2005
Matthew David Grishman ControlPrincipal And Wealth Advisor25-50%2015

Frequently asked questions

How much does Gebhardt Group, Inc manage?

Gebhardt Group, Inc reports $295.2 million in regulatory assets under management on its Form ADV.

How many employees does Gebhardt Group, Inc have?

Gebhardt Group, Inc reports 7 employees.

Where is Gebhardt Group, Inc located?

Gebhardt Group, Inc is based in Lafayette, CA and has been SEC-registered since 2014.

Does Gebhardt Group, Inc disclose fund performance?

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

Contact & registration

Address3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA 94549
Phone925-283-9150
Fax925-283-9155
Office hours8:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$266.2M
Non-discretionary$29M
Total (RAUM)$295.2M