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Gavrich, Robert Jan (San Francisco)


Gavrich, Robert Jan is a large advisory firm based in San Francisco. It manages $37.53 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.




Gavrich, Robert Jan provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gavrich, Robert Jan: assets under management

The assets under management (AUM) of Gavrich, Robert Jan is $37.53 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.26 million in discretionary accounts and $1.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $843.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gavrich, Robert Jan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Gavrich, Robert Jan performs its advisory services is located at 870 Market Street, San Francisco, CA 94102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 956-1721 or by fax (415) 956-1722. The normal business hours are by appointment only on Monday - Friday.


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