Kyle
Clark
Gerber Kawasaki Wealth & Investment Management
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About this Advisor
Kyle Clark is a financial advisor based in Santa Monica, California, working with Gerber Kawasaki Wealth & Investment Management. Kyle has previously held positions at Gerber Kawasaki Wealth & Investment Management, Casetta Group, Casetta Coffee, Montecito Venture Partners, and Loyola Marymount University. Kyle has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kyle is part of Gerber Kawasaki Wealth & Investment Management, which operates out of Santa Monica, California. The firm has 48 employees and manages assets totaling $2.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gerber Kawasaki Wealth & Investment Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gerber Kawasaki Wealth & Investment Management Brokerage Details
$2,593,632,962
48
17,360
$149,403
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
- Pension consulting services
- Selection of other advisers
Kyle Clark Work History
Gerber Kawasaki Wealth & Investment Management
Casetta Group
Casetta Coffee
Montecito Venture Partners
Loyola Marymount University
Disclosures
Please visit the SEC profile of Kyle Clark 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 Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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