Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,806,566,920 in 17,492 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management1,807MILLION
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Total Number of Accounts17,492ACCOUNTS
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Average Account Value$103,280
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Nona Agbo (CRD# 2773278) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 25 years of experience in the finance industry.
Zachary Bainter (CRD# 5675357) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 12 years of experience in the finance industry. Zachary Bainter 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.
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 12 years of experience in the finance industry. Robert Castillo 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.
Hatem Dhiab (CRD# 4993585) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 16 years of experience in the finance industry. Hatem Dhiab 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.
Thomas Donnelly (CRD# 6550494) 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. 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. Benjamin Dunbar 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.
Gregory Fields (CRD# 6734007) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 4 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 27 years of experience in the finance industry.