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Building 2GIMBAL FINANCIAL, LLC

Map pinCARMEL, IN
Phone317-578-1600
NotebookSEC #801-110875
Total AUM
$290M
Employees
6
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 N. RANGELINE ROAD
CARMEL
IN 46032
United States
Operating Hours
8-4
Monday - Friday
Phone
317-578-1600

ReceiptFinancials

Total AUM
$290M
Accounts
847
Discretionary
$270.4M
Accounts
843
Non-Discretionary
$19.7M
Accounts
4

ContactClients

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Individual Clients
274
AUM
$112M
HNW Individual Clients
106
AUM
$154.8M
Pension/Profit Sharing Plan Clients
4
AUM
$19.7M
Charitable Organization Clients
2
AUM
$2.7M
Corporation or Business Clients
2
AUM
$772.3K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYOHTX

HandshakeAffiliates

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

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