Gabe
Houston
Scharf Investments, LLC
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About this Advisor
Gabe Houston is a financial advisor who works in Los Gatos, California, with a total of 12 years of relevant experience. Houston is an advisor for Scharf Investments, LLC. They have spent their whole employment at Scharf Investments, Llc. Houston has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California. Scharf Investments, LLC is a financial advisory business operating out of Los Gatos, CA. It has a total of 25 people on staff. It controls $4 billion in assets across its 1,522 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 24 charitable organizations. Of its 1,522 client accounts, 93% belong to high-net-worth clients who have more than $1 million in investable assets. Scharf Investments, LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advice largely vary depending on the financial services. However, fee types charged by Scharf Investments, LLC can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scharf Investments, LLC Brokerage Details
$3,844,685,816
25
1,522
$2,526,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Gabe Houston Work History
Gabe has been registered as a financial advisor for 12 years.*
Scharf Investments, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabe Houston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scharf Investments, LLC
Los Gatos, CA
Jacksonville, FL
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
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