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

Building 2GILBERT FINANCIAL, LLC

Map pin
Phone585-241-3150
NotebookSEC #801-77806
Total AUM
$109.8M
Employees
1
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
0930-1600
Monday - Friday
Phone
585-241-3150

ReceiptFinancials

Total AUM
$109.8M
Accounts
152
Discretionary
$90M
Accounts
95
Non-Discretionary
$19.8M
Accounts
57

ContactClients

View more in analytics →

Individual Clients
68
AUM
$24.6M
HNW Individual Clients
84
AUM
$85.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account