Gemmer Asset Management Review


Trust Score 95%
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Last updated: May 26th, 2019. Data source: SEC filings.

Gemmer Asset Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 5 advisors. Gemmer Asset Management manages $1.1 billion and provides investment advisory services for 1,142 clients (1:229 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $25,000
Average Client Balance $922,104
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:229
Headquarters Walnut Creek, CA
SEC Filings Forms and Brochures    (CRD # 109034)
State(s) Registered AZ, CA, FL, ID, NV, NY, OR, TX, WA


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