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Gimbal Financial, LLC

● SEC registered since 2017CRD 159003SEC# 801-110875Carmel, IN
Export (members)
Reg. AUM
$253.2M
Employees
6
Accounts
804
Location
Carmel, IN

Gimbal Financial, LLC assets under management

Gimbal Financial, LLC is a registered investment adviser overseen by the SEC based in Carmel, IN. The firm has been registered since 2017. It reports $253.2 million in regulatory assets under management and employs 6 people.
www.gimbalfinancial.comView on SEC.gov ↗

Gimbal Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Allen Shrieve ControlMember, Cco50-75%2019
Keith Alan Tyner ControlMember50-75%1997

Frequently asked questions

How much does Gimbal Financial, LLC manage?

Gimbal Financial, LLC reports $253.2 million in regulatory assets under management on its Form ADV.

How many employees does Gimbal Financial, LLC have?

Gimbal Financial, LLC reports 6 employees.

Where is Gimbal Financial, LLC located?

Gimbal Financial, LLC is based in Carmel, IN and has been SEC-registered since 2017.

Does Gimbal Financial, LLC disclose fund performance?

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

Contact & registration

Address620 N. Rangeline Road, Carmel, IN 46032
Phone317-578-1600
Office hours4-Aug
SEC regionChicago Regional Office (CHRO)
CIK1835206
Discloses disciplinary historyNo

Assets under management

Discretionary$236.5M
Non-discretionary$16.7M
Total (RAUM)$253.2M