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Patricia Marie Mullin

GEMMER ASSET MANAGEMENT LLC·WALNUT CREEK, California
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1655 NORTH MAIN ST, WALNUT CREEK, CA 94596CRD# 2283173Firm CRD# 109034
01

About

Patricia Marie Mullin is a registered financial advisor based in WALNUT CREEK, California, affiliated with GEMMER ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GEMMER ASSET MANAGEMENT LLC
GEMMER ASSET MANAGEMENT LLC
AUM
$1.7B
Regulatory assets under management
Employees
14
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2283173
Firm CRD# 109034
No disclosures on file
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Frequently Asked Questions

What services does Patricia Marie Mullin offer?
Patricia Marie Mullin specializes in Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are Patricia Marie Mullin's credentials?
Patricia Marie Mullin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Marie Mullin located?
Patricia Marie Mullin 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 Patricia Marie Mullin charge for services?
Patricia Marie Mullin'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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