Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,126,713,207 in 12,088 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management1,127MILLION
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Total Number of Accounts12,088ACCOUNTS
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Average Account Value$93,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI
Zachary Bainter (CRD# 5675357) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 11 years of experience in the finance industry.
Michael Baker (CRD# 6357064) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 3 years of experience in the finance industry.
Xiaoxiao Bi (CRD# 5868168) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 7 years of experience in the finance industry.
Robert Castillo (CRD# 5669083) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 11 years of experience in the finance industry.
Hatem Dhiab (CRD# 4993585) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 15 years of experience in the finance industry.
Thomas Donnelly (CRD# 6550494) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 5 years of experience in the finance industry. Thomas Donnelly 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.
Benjamin Dunbar (CRD# 6407185) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 6 years of experience in the finance industry.
Gregory Fields (CRD# 6734007) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 3 years of experience in the finance industry.
Ross Gerber (CRD# 2502747) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 26 years of experience in the finance industry.
Kaytlin Hall (CRD# 5968719) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 8 years of experience in the finance industry.