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GEBHARDT GROUP, INC
CRD 142903 · SEC 801-80379
3390 MT. DIABLO BOULEVARD, SUITE 250, LAFAYETTE, CA, 94549, United States
Phone
925-283-9150
Fax
925-283-9155
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.4M
Discretionary AUM
$345.0M
Team
7 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $44.2M |
| High net worth individuals | 96 | $277.6M |
| Pension/profit sharing plans | 7 | $24.6M |
States served
AZ, CA, NV, NY
All web addresses on file
Official SEC filing: View on IAPD