GEBHARDT GROUP, INC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 142903). Regulatory assets under management: $346.4M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James C Gebhardt | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Matthew David Grishman | PRINCIPAL AND WEALTH ADVISOR | — |
| GEBHARDT JAMES C | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GEBHARDT ELIZABETH ANNE | VICE PRESIDENT, SECRETARY | — |
| GRISHMAN MATTHEW DAVID | PRINCIPAL AND WEALTH ADVISOR | — |