Michael
Gilman
Gerber Kawasaki Wealth & Investment Management
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About this Advisor
Michael Gilman is a financial advisor based in Santa Monica, California, working with Gerber Kawasaki Wealth & Investment Management. Michael has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Zotos International, Hampton Direct Inc, New York Life Insurance Co, Nylife Securities LLC, Fidelity Brokerage Services LLC, and Gerber Kawasaki Wealth & Investment Management. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Michael 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
Michael Gilman Work History
Gerber Kawasaki Wealth & Investment Management
Fidelity Brokerage Services LLC
Transamerica Financial Advisors, Inc
New York Life Insurance Co
Nylife Securities LLC
World Financial Group, Inc
Zotos International
Hampton Direct Inc
Disclosures
Please visit the SEC profile of Michael Gilman 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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