Unclaimed Profile

James C Gebhardt

GEBHARDT GROUP, INC·LAFAYETTE, California

Clean recordGEBHARDT GROUP, INC

3390 MT. DIABLO BOULEVARD, LAFAYETTE, CA 94549CRD# 2737003Firm CRD# 142903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James C Gebhardt · LAFAYETTE, CA

Registration

CRD #2737003 · GEBHARDT GROUP, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James C Gebhardt is a registered financial advisor based in LAFAYETTE, California, affiliated with GEBHARDT GROUP, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GEBHARDT GROUP, INC

AUM

$269M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GEBHARDT GROUP, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2737003

Firm CRD# 142903

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James C Gebhardt offer?

James C Gebhardt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.

What are James C Gebhardt's credentials?

James C Gebhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James C Gebhardt located?

James C Gebhardt is based in LAFAYETTE, California, working with GEBHARDT GROUP, INC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does James C Gebhardt charge for services?

James C Gebhardt's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEBHARDT GROUP, INC?

GEBHARDT GROUP, INC has approximately 7 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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