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 SEC‑registered independent registered investment adviser (since 1999) organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily to individuals, families and small businesses, and also works with institutional clients. Its advisory fee structure is a percentage of assets under management. Gemmer reports it incorporates environmental, social and governance (ESG) considerations into its investment approach. It is not designated as a multi‑state adviser and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3
Charles Blankley
Principal and Chief Investment OfficerCRD 4649891
David Gemmer
CEOCRD 855865
Patricia Giadone
Chief Compliance OfficerCRD 2283173
Contacts
3 of 6
Scott Gemmer
Principal & Portfolio ManagerCRD 1872399
Catherine Wright
Client Advisor AssociateCRD 7810880
Angela Wright
FounderCRD 4679860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$1.4B in ETFs
89%
$1.2B
10%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $171M | 6,157,146 | 12.51% |
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