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| Keyboard |
| Gilbert Greg RIA LLC
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|---|---|
| CRD # | 304981 |
| SEC # | 801-117719 |
| CIK # | |
| AUM | 174.0 M (2026-05-26) |
| Employees | 35 (100% Investors, 89% Brokers) |
| Phone | 510-588-8000 |
| Address | 212 9th Street Oakland, CA 94607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 115.1 |
| (b) Individuals (high net worth individuals) | 30 | 52.5 |
| (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 | 15 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 174.0 |
| By Discretionary | ||
| Discretionary | 839 | 174.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 839 | 174.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 19 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Intentional LLC
✚
|
SC | 175.8 M |
|
Downing Street Wealth Management LLC
✚
|
CO | 175.6 M |
|
Light Financial Services Inc
✚
|
ND | 175.5 M |
|
Meliora Capital LLC
✚
|
OK | 174.8 M |
|
Sageoak Financial LLC
✚
|
OK | 174.8 M |
|
Corrales & Company LLC
✚
|
FL | 174.2 M |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 174.0 M |
|
IFC and Insurance Marketing Inc
✚
|
CA | 173.5 M |
|
Gasaway Investment Advisors Inc
✚
|
MI | 173.1 M |
|
Midwestern Financial LLC
✚
|
IA | 172.8 M |