G
CRD: 134695
Gemmer, Robert Arden
Healdsburg, CA, 95448
7074730100
$67.3M Total AUM
$67.3M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Millennium Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-1995
- Office Locations
- 1
Office Locations
132 Mill Street Suite 208 Healdsburg CA
About Gemmer, Robert Arden
Gemmer, Robert Arden is a Healdsburg-based RIA. The firm has been operating for 30 years. Managing $67.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Millennium Trust. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$67.3M AVG AUM / ADVISOR
$686.4K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
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Investment Themes
Insight Bridge oak Prime catalyst
Investment Vehicles
Oak prime
Services
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Owner & Executives
R
ROBERT ARDEN GEMMER
CFP, Owner
- CRD
- #858158
- Ownership
- 75% or more
(766) 503-7314
insight.foundation@pathwaycapital.com
in linkedin.com/in/delta-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,265,696 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,265,696 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,265,696
Other:
35.8% Cash:
64.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $818,741,836 | 35.8% |
| Cash | $1,468,246,532 | 64.2% |
| Total | $2,286,988,368 | 100.0% |