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Gemmer Asset Management

Gemmer Asset Management is an investment advisor in Walnut Creek with $1.39B assets under management.

Company profile

Employees
Location
SEC CIK
IRS number
943317854
SEC advisor number
801-56517
FINRA CRD number
109034
AUM ?
$1.39B (as of 23 Mar 21)
Accounts
1,119 (as of 23 Mar 21)
Employees
10 (5 investment advisory or research)
Address
Gemmer Asset Management
1655 NORTH MAIN STREET
SUITE 360
WALNUT CREEK
CA 94596
Phone
925-933-3786

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1433 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
$267.82M 4.12M
$33.94M 405.42K
$32.43M 68.22K
$30.19M 152.73K
$24.61M 482.38K
Vanguard Msci Eafe Etf
$19.19M 390.77K
$18.75M 85.08K
$17.68M 89.4K
$15.91M 508.21K
$15.34M 125.58K
$13.16M 161.93K
$12.46M 114.02K
$12.12M 57.22K
$12.03M 24.05K
Docusign Inc Com
$10.64M 52.57K
$7.23M 20.31K
Spdr Msci Eafe Fsl Fuel
$6.18M 76.94K
$4.07M 27.89K
$3.61M 36.75K
$3.6M 10.22K
$3.31M 15.62K
$2.92M 5.46K
$2.91M 12.34K
Wisdomtree Cloud
$2.63M 54.53K
$2.27M 30.83K
$2.03M 25.81K
$1.82M 4.58K
$1.79M 578
$1.67M 26.17K
$1.65M 8.14K
Vanguard World Ex Us Small C
$1.65M 31.35K
$1.34M 20.61K
$1.25M 7.6K
$1.24M 25.9K
$1.19M 4.64K
$1.18M 4.01K
$1.1M 17.17K
$1.07M 519
$954K 7.2K
$863K 417
$805K 2.5K
$800K 15.59K
$738K 39.22K
$659K 2.16K
$652K 3.54K
$620K 20.48K
$546K 5.21K
Vanguard Div Apprciation
$537K 3.65K
$506K 671
$481K 12.43K
Holdings list only includes long positions. Only includes long positions.

Calendar

17 May 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings