Gilbert Greg RIA, LLC
● SEC registered since 2019CRD 304981SEC# 801-117719Oakland, CA
Reg. AUM
$174M
Employees
35
Accounts
839
Location
Oakland, CA
Gilbert Greg RIA, LLC assets under management
Gilbert Greg RIA, LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2019. It reports $174 million in regulatory assets under management and employs 35 people.
Gilbert Greg RIA, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Burton Gilbert Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Gilbert Greg RIA, LLC manage?
Gilbert Greg RIA, LLC reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Gilbert Greg RIA, LLC have?
Gilbert Greg RIA, LLC reports 35 employees.
Where is Gilbert Greg RIA, LLC located?
Gilbert Greg RIA, LLC is based in Oakland, CA and has been SEC-registered since 2019.
Does Gilbert Greg RIA, LLC disclose fund performance?
Gilbert Greg RIA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 212 9th Street, Suite 202, Oakland, CA 94607 |
| Phone | 510-588-8000 |
| Fax | 855-883-1010 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$174M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $174M