Gasber & Grecu Financial Advisors, LLC is a large advisory firm based in Folsom. It manages $135.36 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Texas.
Gasber & Grecu Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gasber & Grecu Financial Advisors, LLC is $135.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gasber & Grecu Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Gasber & Grecu Financial Advisors, LLC performs its advisory services is located at 81 Blue Ravine Road, Suite 250, Folsom, CA 95630, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-985-2594 or by fax 916-985-2001. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gfadvisors.com.