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GASBER FINANCIAL ADVISORS, INC

FOLSOM, CA · CRD 157329 · IAPD ↗ · gasberfinancial.com · 916-985-2594

$177.7MRegulatory AUM
2Advisory reps
4Employees
3Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — GASBER FINANCIAL ADVISORS, INC reported RAUM down 35% ($247.3M -> $159.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
March 2024 — GASBER FINANCIAL ADVISORS, INC reported RAUM up 77% ($139.5M -> $247.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.