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| Gilbert Financial LLC
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|
|---|---|
| CRD # | 130337 |
| SEC # | 801-77806 |
| CIK # | |
| AUM | $84.5 MM (2024-02-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-241-3150 |
| Address | 194 Sibley Road Honeoye Falls, NY 14472 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 17.8 |
| (b) Individuals (high net worth individuals) | 84 | 66.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 150 | 84.5 |
| By Discretionary | ||
| Discretionary | 95 | 59.1 |
| Non-Discretionary | 55 | 25.4 |
| Total | 150 | 84.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.5 | |
| Total | 150 | 84.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
RPM Capital Management LLC
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NY | 0.1 |
|
Newman Ladd Capital Advisors LLC
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|
NY | 0.1 |
|
Pacifica Partners Capital Management Inc
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|
0.1 | |
|
Rubin Overseas Ltd
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|
0.1 | |
|
Fox Financial Services Inc
✚
|
NY | 0.1 |
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |