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GASBER FINANCIAL ADVISORS, INC
CRD 157329 · SEC 801-72295
81 BLUE RAVINE ROAD, SUITE 250, FOLSOM, CA, 95630-4157, United States
Phone
916-985-2594
Fax
916-985-2001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.7M
Discretionary AUM
$172.7M
Team
4 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $35.9M |
| High net worth individuals | 62 | $133.2M |
| Pension/profit sharing plans | 3 | $8.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD