Gebhardt Group, Inc.
Gebhardt Group, Inc. (CRD# 142903) is a financial advisory firm headquartered in Lafayette, CA. They manage $110,479,484 in 458 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts458ACCOUNTS
Average Account Value$241,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, MO, NJ, NY, TX
Matthew Grishman (CRD# 2733954) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Roseville, CA and has over 22 years of experience in the finance industry.
David Maldonado (CRD# 6604218) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Union City, NJ and has over 2 years of experience in the finance industry.
James Gebhardt (CRD# 2737003) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Lafayette, CA and has over 21 years of experience in the finance industry. James Gebhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.