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Gilbert Financial, LLC

● SEC registered since 2013CRD 130337SEC# 801-77806
Export (members)
Reg. AUM
$109.8M
Employees
1
Accounts
152
Location
—

Gilbert Financial, LLC assets under management

Gilbert Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2013. It reports $109.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Gilbert Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Austin James Gilbert ControlManaging Member/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Gilbert Financial, LLC manage?

Gilbert Financial, LLC reports $109.8 million in regulatory assets under management on its Form ADV.

How many employees does Gilbert Financial, LLC have?

Gilbert Financial, LLC reports 1 employees.

Does Gilbert Financial, LLC disclose fund performance?

Gilbert Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone585-241-3150
Office hours0930-1600
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$90M
Non-discretionary$19.8M
Total (RAUM)$109.8M