Assets Under Management
$295.2M
Number of Clients
220
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$98.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Gebhardt Group offers investment management and financial planning services, utilizing a proprietary financial planning system. The firm's advisory services are delivered through individualized planning and implementation phases, focusing on aligning financial resources with client values and goals. They manage held-away assets using Pontera.
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549