William Gordon Gilbert
Co-PresidentVenturi Wealth Management, LLCCRD 2628415
About William Gordon Gilbert
William Gordon Gilbert is listed as Co-President at Venturi Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of 5-10%. William Gordon Gilbert is associated with 2 registered advisers.
Reported ownership
Owns 5-10% of Venturi Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Gordon Gilbert work?
William Gordon Gilbert is listed as Co-President at Venturi Wealth Management, LLC on SEC Form ADV.
How much of Venturi Wealth Management, LLC does William Gordon Gilbert own?
Form ADV reports a beneficial ownership band of 5-10%.
Venturi Wealth Management, LLC
| Title | Co-President |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2005 |
The Caprock Group, LLC
| Title | Co-President |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2005 |