|
Gilbert & Cook Inc
✚
|
|
|---|---|
| CRD # | 283112 |
| SEC # | 801-107546 |
| CIK # | |
| AUM | $426.6 MM (99% Disc, 100% US) |
| Employees | 21 (38% Investors, 10% Brokers) |
| Phone | 515-270-6444 |
| Address | 5058 Grand Ridge Drive West Des Moines, IA 50265 |
| Source |
IAPD
Website
LinkedIn
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IVV | 48.7 | ||
| IWR | 29.7 | ||
| VTI | 25.4 | ||
| BND | 21.0 | ||
| VEA | 15.9 | ||
| IWM | 13.4 | ||
| VWO | 12.7 | ||
| UPS | 93,620.0 | 12.6 | |
| IGIB | 9.3 | ||
| VNQ | 8.8 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
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|---|---|---|
|
Frontier Performance Advisers LP
✚
|
MA | 0.4 |
|
Actinver Wealth Management Inc
✚
|
TX | 0.4 |
|
Morton Wealth Management LLC
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|
NC | 0.4 |
|
KWMG LLC
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|
KS | 0.4 |
|
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
|
Cantor Fitzgerald Wealth Partners LLC
✚
|
NY | 0.4 |
|
FORD Financial Group Inc
✚
|
CA | 0.4 |
|
Integrated Investment Consultants LLC
✚
|
MI | 0.4 |
|
Sensible Financial Planning and Management LLC
✚
|
MA | 0.4 |
|
PCA Investment Advisory Services Inc
✚
|
OH | 0.4 |