Gemmer Asset Management LLC
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 109034
- Registered since
- May 21, 1999
- Website
- www.gemmerllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.49%
- Individuals12.42%
- Other Investment Advisers0.9%
- Charitable Organizations0.59%
- Corporations / Businesses0.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gemmer Asset Management LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 1999. The firm operates as a limited liability company and manages portfolios primarily for individuals, families and small businesses while also serving institutional clients. Its advisory model is fee-based on a percentage of assets under management and the firm identifies itself as an active ESG investor. Advisory activity centers on portfolio management for individuals and small businesses rather than pension consulting or capital allocation. Gemmer reports a preference for equities across client portfolios and uses exchange-traded products extensively as part of its implementation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds37%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$1.4B in ETFs
90%
$1.2B
8%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $170M | 6,190,997 | 12.41% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1655 N Main St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Earned Wealth Advisors, LLC
RIAWalnut Creek, CA
Burton Enright Welch
RIAWalnut Creek, CA
Capital Advantage, Inc.
RIAWalnut Creek, CA
Insignia Capital Group, L.P.
RIAWalnut Creek, CA
Destination Wealth Management
RIAWalnut Creek, CA
Sierra Investment Partners, Inc.
RIAWalnut Creek, CA