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- Custodian
- BMO Harris · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
About Gambit Asset Management
Gambit Asset Management is an independent, fee-only RIA fiduciary providing integrated wealth management across investment management, financial, tax and estate planning, retirement and risk management. Portfolios emphasize disciplined, low-cost implementation using cost-effective funds and ETFs. Clients work directly with a CFP® professional with specialized expertise in stock options/derivatives and divorce financial planning; custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD WILLIAM GAMBIT
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4726423
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,719,900 | -- |
| Non-Discretionary | $491,806 | -- |
| Total | $33,211,706 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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