Gilbert Financial LLC


Assets, Funds, Holdings

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Gilbert Financial LLC
CRD #130337
SEC #801-77806
AUM $70.3 MM (57% Disc, 100% US, 2020-01-03)
Employees1 (100% Investors, 0% Brokers)
Address200 Canal View Blvd
Rochester, NY 14623
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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CA 0.1
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OK 0.1
Veritrust Financial LLC
TX 0.1
Prosperitas Investment Management LLLP
VI 0.1
Epic Trust Investment Advisors LLC
WA 0.1
Greig James F Continental Inc
HI 0.1
Lakeview Capital Management LLC
GA 0.1
O'Donnell Advisory Services Inc
OH 0.1
First Georgetown Securities Inc
VA 0.1
Ten Capital Advisors LLC
NY 0.1
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