Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts. Our investment philosophy is grounded in a risk-managed, asset allocation approach using world class institutional money managers (i.e. mutual funds, ETFs, separately managed accounts).
We work exclusively through independent financial professionals to help deliver customized investment portfolios for their clients. So, as opposed to working with clients directly, we concentrate our efforts on partnering with advisors in the Greater Bay Area to provide a team approach that allows the advisor to focus on the unique needs of their clients while Gemmer focuses solely on the investment management and back office duties.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 1655 North Main Street,
- Phone
- +1-925-933-3786
- ge****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gemmerllc.com
- HQ
- Walnut Creek, CA
Gemmer Asset Management Llc Questions
Gemmer Asset Management Llc's helpline number is +1-925-933-3786
Gemmer Asset Management Llc's website is gemmerllc.com
Gemmer Asset Management Llc's LinkedIn profile is https://www.linkedin.com/company/gemmer-asset-management-llc
Gemmer Asset Management Llc has
11 employees.
View email and phone details for 11
employees at Gemmer Asset Management Llc.
Gemmer Asset Management Llc's industry is
Financial Services
Gemmer Asset Management Llc's top competitors are
Morningside Asset Management,
Cubix Asset Management,
Kruse Asset Management,
Optimal Asset Management, Inc,
Wolverine Asset Management, Llc,
Garrison Point Capital,
Boltwood Capital Management,
New Mountain Capital,
Wellington Management,
Allspring Global Investments.
Gemmer Asset Management Llc's support email address is gemmerinfo@gemmerllc.com
Gemmer Asset Management Llc's categories are Financial Services
Gemmer Asset Management Llc's founding year is 1992
