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- Custodian
- Interactive Brokers · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2024
- Office Locations
- 1
Office Locations
About A. Gile & Co.
A. Gile & Co. is an independent practice led by Andrew Gile, an LPL Financial advisor in Wisconsin. The firm provides financial planning and investment management, including retirement, education funding, insurance analysis, estate and succession planning, and business valuation, with portfolios that commonly use ETFs and high-quality fixed income. Gile’s military background and emphasis on helping clients understand what they own and why are central to the client experience.
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Investment Themes
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Owner & Executives
Andrew Ogden Gile
Financial Advisor, General Partner, Manager
- CRD
- #6806851
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,001,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,001,493 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,001,493
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,068,884,932 | 15.4% |
| Cash | $1,235,464,402 | 17.8% |
| U.S. Government/Agency | $1,735,202,812 | 25.0% |
| Corporate - Investment Grade | $1,068,884,932 | 15.4% |
| Equity - OTC | $1,832,374,169 | 26.4% |
| Total | $6,940,811,247 | 100.0% |