Unclaimed Profile

Brian Craig Gemmer

GEMMER ASSET MANAGEMENT LLC·WALNUT CREEK, California

Series 63, Series 65Clean record4 years registeredGEMMER ASSET MANAGEMENT LLC

1655 NORTH MAIN ST, WALNUT CREEK, CA 94596CRD# 5118590Firm CRD# 109034

Profile Verification

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

Identity

Brian Craig Gemmer · WALNUT CREEK, CA

Registration

CRD #5118590 · GEMMER ASSET MANAGEMENT LLC · 4 years registered

Brand Profile

Not yet started

Career History

GEMMER ASSET MANAGEMENT LLC

Nov 2021 – present

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · November 3, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEMMER ASSET MANAGEMENT LLC

CRD 109034 · SEC 801-56517

AUM

$1.7B

Regulatory assets under management

Employees

3,319 client accounts

Services offered by GEMMER ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GEMMER ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brian Craig Gemmer offer?

Brian Craig Gemmer specializes in Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are Brian Craig Gemmer's credentials?

Brian Craig Gemmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Craig Gemmer located?

Brian Craig Gemmer is based in WALNUT CREEK, California, working with GEMMER ASSET MANAGEMENT LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Brian Craig Gemmer charge for services?

Brian Craig Gemmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEMMER ASSET MANAGEMENT LLC?

GEMMER ASSET MANAGEMENT LLC has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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