Gebhardt Group, Inc.

Gebhardt Group, Inc. (CRD# 142903) is a financial advisory firm headquartered in Lafayette, CA. They manage $104,292,796 in 439 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $237,569
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MO, NY, TX

Financial Advisors at Gebhardt Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Matthew D. Grishman
CRD#: 2733954
2237 Douglas Boulevard, Suite 140, Roseville, CA 95661
93
Wealthminder
score

Matthew Grishman (CRD# 2733954) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Roseville, CA and has over 21 years of experience in the finance industry.

2
George V. Hammontree
CRD#: 6645400
601 Business Loop 70 West, Suite 221, Columbia, MO 65203
90
Wealthminder
score

George Hammontree (CRD# 6645400) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Columbia, MO and has 1 year of experience in the finance industry.

3
David Maldonado
CRD#: 6604218
Union City, NJ
87
Wealthminder
score

David Maldonado (CRD# 6604218) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Union City, NJ and has 1 year of experience in the finance industry.

4
James C. Gebhardt
CRD#: 2737003
3470 Mt. Diablo Boulevard, Suite A210, Lafayette, CA 94549
86
Wealthminder
score

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.

5
Jonathan C. Illig
CRD#: 3207342
3424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254
81
Wealthminder
score

Jonathan Illig (CRD# 3207342) is an Investment Advisor Representative working at Gebhardt Group, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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