GERBER KAWASAKI, INC.

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
SANTA MONICA, California·2 registered advisors·CRD# 153649
SEC# 801-793390310-399-6397
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
48
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD-PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GERBER KAWASAKI, INC.

2 registered advisors
Danilo Kawasaki
SANTA MONICA, California
CFP
Ross Matthew Gerber
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
2 advisors

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Data sourced from SEC Form ADV filings. GERBER KAWASAKI, INC. (CRD# 153649) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.