GEBHARDT GROUP, INC

LAFAYETTE, California·3 registered advisors·CRD# 142903

SEC# 801-803791925-283-9150

01

Firm Overview

AUM

$269M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GEBHARDT GROUP, INC

3 registered advisors

Elizabeth Anne Gebhardt

LAFAYETTE, California

James C Gebhardt

LAFAYETTE, California

Matthew David Grishman

LAFAYETTE, California

05

Office Locations

LAFAYETTE, California

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Data sourced from SEC Form ADV filings. GEBHARDT GROUP, INC (CRD# 142903) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.