David Gemmer

CEO at Gemmer Asset Management Llc

David Gemmer's Professional Contact Details

Email (Verified)
****@gemmerllc.com
HQ
(925) 933-3786
Location
Walnut Creek, California, US
Company
Gemmer Asset Management Llc
Person Seniority
c_suite

David Gemmer's Current Company Details

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 philos...
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.
Founded Year
1992
Organization Website
gemmerllc.com
Organization Languages
English
Organization Revenue
1400
Current Technologies
bootstrap framework
apache
google maps
addthis
wordpress org
google font api

Job Functions

Operations
Education
back office administration
practice management
marketing support
investment management
finance

David Gemmer's Work History and Education

Gemmer Asset Management LLC
CEO
Present

Colleagues at Gemmer Asset Management Llc

Principal and Portfolio Manager
Operations Associate
Operations Specialist

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