C
CRD: 300837
C.j.gilbert Financial LLC
Weston, MA, 02493
7818994853
$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
7 yrs Firm Age
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- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2019
- Office Locations
- 1
Office Locations
THE Weston Office Building 30 Colpitts Road Weston MA
About C.j.gilbert Financial LLC
C.j.gilbert Financial LLC is a Weston-based RIA. The firm has been operating for 7 years. Managing $27.8M in total assets under management, with 1 advisory representatives. They custody assets with RBC. Services offered include Asset Management, Financial Planning.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Quantum optima Vital vector
Client Personas
Bridge
Investment Themes
Prime timber
Investment Vehicles
Vector horizon
Services
Foundation Foundation capital
Owner & Executives
C
Celeste Jeanne Gilbert
Banker
- CRD
- #7079278
- Ownership
- 75% or more
(297) 429-6678
catalyst.insight@wavecapital.com
in linkedin.com/in/quantum-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,812,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,812,824 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,812,824
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,200,288,666 | 100.0% |
| Total | $1,200,288,666 | 100.0% |