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Details

General Info

Gemmer Asset Management LLC is an employee-owned, independent firm that specializes in providing advisors with a suite of services to make their lives easier so they can better serve their clients. These services include sound investment strategies, comprehensive back-office support and high levels of personalized attention.Our investment philosophy is simple. We follow a risk-managed, asset allocation approach that works with world-class investment managers to provide top-rated mutual funds, ETFs, separately managed accounts and other vehicles that help build portfolios.Our clients are independent financial professionals in Northern California. Our commitment is to enable them to focus on the unique needs of their clients, while we focus on the investment management and back office duties they need to be successful.Gemmer Asset Management LLC is a SEC Registered Investment Advisor.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 925-933-6130

Address:
1655 N Main St Ste 280 Walnut Creek, CA 94596
Email:

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Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Trust Companies
Location
Civic Plaza
Neighborhood
Downtown Walnut Creek
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