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| Happy Holidays!! thanks for using AUM13F!! |
| Gilbert Greg RIA LLC
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|---|---|
| CRD # | 304981 |
| SEC # | 801-117719 |
| CIK # | |
| AUM | $150.1 M (2025-03-28) |
| Employees | 36 (100% Investors, 97% Brokers) |
| Phone | 510-588-8000 |
| Address | 212 9th Street Oakland, CA 94607 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 630 | 99.6 |
| (b) Individuals (high net worth individuals) | 21 | 40.0 |
| (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 | 16 | 9.5 |
| (n) Other | 0 | 1.0 |
| Total | 918 | 150.1 |
| By Discretionary | ||
| Discretionary | 918 | 150.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 918 | 150.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.1 | |
| Total | 918 | 150.1 |
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|---|---|---|
|
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✚
|
0.2 | |
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Amphora Wealth Management LLC
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NC | 0.2 |
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Ivy League Financial Advisors LLC
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MD | 0.2 |
|
O'Dell Capital Management
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OH | 0.2 |
|
Crossover Capital Brands LLC
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PA | 0.2 |
|
Elite Income Advisors Inc
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MD | 0.2 |
|
Clearbrook Investment Solutions LLC
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|
NY | 0.1 |
|
Kelsey Financial LLC
✚
|
CA | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
Spectrum Advisors Inc
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|
TX | 0.1 |