Gebhardt Group, Inc.

Gebhardt Group, Inc. (CRD# 142903) is a financial advisory firm headquartered in Lafayette, CA. They manage $268,904,415 in 763 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA 94549
https://www.facebook/com/yourfinancialsobriety/
By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $352,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Gebhardt Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Gebhardt, financial advisor Lafayette CA
James C. Gebhardt
CRD#: 2737003
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA 94549

James Gebhardt (CRD# 2737003) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.

2
Matthew Grishman, financial advisor Lafayette CA
Matthew D. Grishman
CRD#: 2733954
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA 94549

Matthew Grishman (CRD# 2733954) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Lafayette, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals