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Building 2GILBERT CAPITAL GROUP

Map pin
Phone207-657-6900
NotebookSEC #801-120810
Total AUM
$158.1M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
207-657-6900

ReceiptFinancials

Total AUM
$158.1M
Accounts
334
Discretionary
$157.9M
Accounts
329
Non-Discretionary
$209.4K
Accounts
5

ContactClients

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Individual Clients
106
AUM
$51.9M
HNW Individual Clients
33
AUM
$102.6M
Corporation or Business Clients
5
AUM
$3.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMAMENHTXVT

HandshakeAffiliates

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

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