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Building 2KEVIN M. GIBNEY AND COMPANY, LLC

Map pinISELIN, NJ
Phone908-970-9800
NotebookSEC #801-70702
Total AUM
$306.9M
Employees
2
Clients
110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 WOOD AVE SOUTH
SUITE 710
ISELIN
NJ 08830
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
908-970-9800

ReceiptFinancials

Total AUM
$306.9M
Accounts
725
Discretionary
$302.7M
Accounts
711
Non-Discretionary
$4.2M
Accounts
14

ContactClients

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Individual Clients
55
AUM
$15.1M
HNW Individual Clients
53
AUM
$289.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$570K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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