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GERBER, LLC
CRD 120039 · SEC 801-68731
580 N FOURTH STREET, SUITE 400, COLUMBUS, OH, 43215, United States
Phone
614-431-4343
Fax
614-230-0669
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$592.1M
Discretionary AUM
$592.1M
Team
17 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $14.9M |
| High net worth individuals | 151 | $569.1M |
States served
NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD