Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $300,681,673 in 1,928 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management301MILLION
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Total Number of Accounts1,928ACCOUNTS
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Average Account Value$155,955
- 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)
CA, NY, WA
Danilo Kawasaki (CRD# 4494546) 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. Danilo Kawasaki 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.
Zachary Bainter (CRD# 5675357) 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 8 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 23 years of experience in the finance industry.
Matthew Iantosca (CRD# 5507568) 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.
Francine Lai (CRD# 5444668) 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.
Bryan Miranda (CRD# 5581968) 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.
Ashley Rapini (CRD# 5522204) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 9 years of experience in the finance industry.
Eyal Shmilovich (CRD# 5699619) 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.
Elijah Souza (CRD# 5553426) 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.