Firm profile

GEMMER ASSET MANAGEMENT LLC

WALNUT CREEK, CACRD 109034Latest ADV March 23, 2026

Gemmer Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 23, 2026, reports $2.4B in regulatory assets under management, 16 employees, 2 offices, and 3,787 accounts.

Assets Under Management
$2.4B
Employees
16
Offices
2 offices
Total Clients
1,285
Primary office
WALNUT CREEK, CA
1655 NORTH MAIN ST, SUITE 360, WALNUT CREEK, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPatricia M. Mullin

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
711
2
HNWI
43.5%
559
3
Corporations
0.5%
7
4
Charitable
0.3%
4
5
Pension Plans
0.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.4Bas of March 23, 2026
Discretionary100.0%
$2.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.4B
Total Accounts3,787
10Y AUM Change+$1.4B (+158.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee80:1
10Y Employee Change+3 (+23.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.