Gemmer Asset Management Llc
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.
7-day free trial · no credit card
Verified contacts
11
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 11 verified contacts at Gemmer Asset Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BG
Brian Gemmer
Principal and Portfolio Manager · Finance & Accounting
EmailPhone - MM
Michael Mischler
Associate Partner Portfolio Manager · Finance & Accounting
EmailPhone - BW
Bill Welch
Financial Advisor Representitive · Other
EmailPhone - AR
Anmol Rampersaud
Operations Specialist · Operations
EmailPhone - CW
Cat Wright
Client Advisor Associate · Sales & Business Development
EmailPhone - FA
Fiza Azad
Portfolio Analyst · Finance & Accounting
EmailPhone - SN
Sheri Ng
Operations Associate · Operations
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Gemmer Asset Management Llc
10 distinct titles indexed · top 10 shown.
- 1associate partner portfolio manager
- 1ceo
- 1client advisor associate
- 1employer
- 1fiancial advisor
- 1financial advisor representitive
- 1operations associate
- 1operations specialist
- 1portfolio analyst
- 1principal and portfolio manager
Sign up to unlock all 11 contacts at Gemmer Asset Management Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at Gemmer Asset Management Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.