Annual Offer of ADV Brochure and disclosure documents

Pertinent securities laws require us to make available to you every year the latest version of our disclosure "brochure" which has been prepared in accordance with current state and SEC regulations. If you wish to receive a paper copy of our brochure, please call us at 310-399-6397 or send us an email to info@gerberkawasaki.com

Also, please contact your advisory representative immediately if you have had any changes in your investment objectives or financial circumstances. Any changes could impact how we manage your portfolio and will become part of your client file. You should also contact us at any time during the year if your investment goals and/or financial circumstances change.

Also enclosed is a copy of our current privacy policies which we are required to deliver to all existing clients annually. All of our current documents can be found at the bottom of our website in the disclosure section. If you wish to receive documents by mail please let us know.

As always, we welcome your questions and comments at any time.

Very truly yours,

Ross Gerber
President and CEO
Gerber Kawasaki Inc.

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Investment advisory services and fixed insurance offered through Gerber Kawasaki, Inc., a registered investment advisor, member FINRA/SIPC.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, IN, MI, MN, NH, NJ, NM, NV, NY, OR, PA, RI, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Gerber Kawasaki legal documents: Privacy Policy, Code of Ethics, ADV Brochure, Disclosures

Contact Info

2716 Ocean Park Blvd. #2022

Santa Monica, CA 90405

Phone: 310.441.9393