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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Graham Bordelon Golson & Gilbert Inc
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|---|---|
| CRD # | 104612 |
| SEC # | 801-25887 |
| CIK # | |
| AUM | $375.0 M (2025-04-02) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 318-322-7157 |
| Address | 2401 Tower Drive Monroe, LA 71201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 37.0 |
| (b) Individuals (high net worth individuals) | 93 | 327.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.1 |
| (h) Charitable organizations | 3 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 375.0 |
| By Discretionary | ||
| Discretionary | 323 | 369.9 |
| Non-Discretionary | 1 | 5.1 |
| Total | 324 | 375.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.0 | |
| Total | 324 | 375.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 0.4 |
|
Entrust Investment Management LLC
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|
LA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.4 |
|
MB Levis & Associates LLC
✚
|
PA | 0.4 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.4 |
|
Lifesteps Financial Inc
✚
|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
✚
|
NJ | 0.4 |