Gilbert Financial, LLC
● SEC registered since 2013CRD 130337SEC# 801-77806
Reg. AUM
$109.8M
Employees
1
Accounts
152
Location
—
Gilbert Financial, LLC assets under management
Gilbert Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2013. It reports $109.8 million in regulatory assets under management and employs 1 people.
Gilbert Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin James Gilbert Control | Managing Member/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Gilbert Financial, LLC manage?
Gilbert Financial, LLC reports $109.8 million in regulatory assets under management on its Form ADV.
How many employees does Gilbert Financial, LLC have?
Gilbert Financial, LLC reports 1 employees.
Does Gilbert Financial, LLC disclose fund performance?
Gilbert Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 585-241-3150 |
| Office hours | 0930-1600 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.8M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$109.8Mregulatory AUM
Discretionary $90MNon-discretionary $19.8M