GEMMER, ROBERT ARDEN

Overview

Robert Arden Gemmer operates a sole-proprietorship independent registered investment adviser that focuses on individual and family clients. The practice combines traditional financial planning and discretionary portfolio management for individuals and small businesses with pension consulting services. Fee arrangements are blended: percentage of AUM alongside hourly and fixed fees, allowing flexibility depending on client needs and engagement type. The adviser also functions as a registered representative of a broker-dealer and as an insurance broker, which shapes product access and the construction of client portfolios. That standing makes annuities and other insurance-based investments readily available as planning tools and portfolio components. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity leans toward managed, discretionary relationships and uses third-party managers to fill out non-traditional sleeves. The firm reports a heavy allocation to holdings classified as "Other," which suggests a reliance on pooled vehicles, insurance/annuity products, or privately placed strategies alongside more conventional mutual-fund and ETF exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices