1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GILBERT & COOK, INC.

Map pinWEST DES MOINES, IA
Phone(515) 270-6444
NotebookSEC #801-107546
Total AUM
$1.7B
Employees
32
Clients
901

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5058 GRAND RIDGE DRIVE
WEST DES MOINES
IA 50265
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
(515) 270-6444

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,792
Discretionary
$1.7B
Accounts
3,307
Non-Discretionary
$25.4M
Accounts
485

ContactClients

View more in analytics →

Individual Clients
458
AUM
$135.7M
HNW Individual Clients
421
AUM
$1.5B
Charitable Organization Clients
13
AUM
$65.5M
Corporation or Business Clients
9
AUM
$38.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAIAILKSLAMIMNMONENVTXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account