Gibson Financial Solutions Inc

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Assets, Funds, Holdings

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Gibson Financial Solutions Inc
CRD #117831
SEC #801-131019
CIK #
AUM $124.9 M (2025-03-06)
Employees 2 (50% Investors, 0% Brokers)
Phone207-667-9993
Address67 Franklin Street
Ellsworth, ME 04605
Source [IAPD] [Website]
Total AUM ($M)
13010478522602008201420202026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 127 56.3
(b) Individuals (high net worth individuals) 27 68.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 428 124.9
By Discretionary
Discretionary 416 115.9
Non-Discretionary 12 9.1
Total 428 124.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 124.9
Total 428 124.9
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Chartered Advisory Group Inc
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