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Gilbert Greg RIA, LLC

● SEC registered since 2019CRD 304981SEC# 801-117719Oakland, CA
Export (members)
Reg. AUM
$150.1M
Employees
36
Accounts
918
Location
Oakland, CA

Gilbert Greg RIA, LLC assets under management

Gilbert Greg RIA, LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2019. It reports $150.1 million in regulatory assets under management and employs 36 people.
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Gilbert Greg RIA, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gregory Burton Gilbert ControlManaging Member & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Gilbert Greg RIA, LLC manage?

Gilbert Greg RIA, LLC reports $150.1 million in regulatory assets under management on its Form ADV.

How many employees does Gilbert Greg RIA, LLC have?

Gilbert Greg RIA, LLC reports 36 employees.

Where is Gilbert Greg RIA, LLC located?

Gilbert Greg RIA, LLC is based in Oakland, CA and has been SEC-registered since 2019.

Does Gilbert Greg RIA, LLC disclose fund performance?

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

Contact & registration

Address212 9th Street, Suite 202, Oakland, CA 94607
Phone510-588-8000
Fax855-883-1010
Office hours9:00a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$150.1M
Non-discretionary$0
Total (RAUM)$150.1M