Gerber Kawasaki Wealth & Investment Management

Gerber Kawasaki Wealth & Investment Management (CRD# 153649) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,126,713,207 in 12,088 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,127
    MILLION
  • Total Number of Accounts
    12,088
    ACCOUNTS
  • Average Account Value
    $93,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA

Financial Advisors at Gerber Kawasaki Wealth & Investment Management
Showing 11 - 20 of 21 top financial advisors.
11
Francine S. Lai
CRD#: 5444668
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Francine Lai (CRD# 5444668) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 10 years of experience in the finance industry.

12
Nicholas N. Licouris
CRD#: 6305079
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Nicholas Licouris (CRD# 6305079) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 6 years of experience in the finance industry.

13
Bryan A. Miranda
CRD#: 5581968
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Bryan Miranda (CRD# 5581968) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 11 years of experience in the finance industry.

14
Eyal M. Shmilovich
CRD#: 5699619
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Eyal Shmilovich (CRD# 5699619) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 10 years of experience in the finance industry.

15
Brett T. Sifling
CRD#: 6897975
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Brett Sifling (CRD# 6897975) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 2 years of experience in the finance industry.

16
Elijah J. Souza
CRD#: 5553426
2716 Ocean Park Blvd, #2020-2022, Santa Monica, CA 90405

Elijah Souza (CRD# 5553426) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 11 years of experience in the finance industry.

17
Wendy W. Turk
CRD#: 5880914
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Wendy Turk (CRD# 5880914) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 9 years of experience in the finance industry.

18
Nicholas P. Anduze
CRD#: 6517294
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Nicholas Anduze (CRD# 6517294) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

19
Hugo Avamilano Alvarez
CRD#: 7134839
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Hugo Avamilano Alvarez (CRD# 7134839) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

20
Kyle Clark
CRD#: 7180806
2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405

Kyle Clark (CRD# 7180806) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.