CRD: 117831
Gibson Financial Solutions, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2002
- Office Locations
- 1
Office Locations
About Gibson Financial Solutions, Inc.
Gibson Financial Solutions, Inc. is a Maine-based investment advisory firm and NAPFA member focused on helping clients take control of their financial lives through education. The firm provides financial planning and portfolio management, with support across tax, estate, retirement, and insurance planning. Client focus includes individuals and entrepreneurs, with portfolios commonly built using ETFs and mutual funds and an asset-allocation, risk-managed approach. Custodies with Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL EJ PANGBURN
Advisor, Chief Compliance Officer, President
- CRD
- #5307332
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,601,151 | $291,609 |
| Non-Discretionary | $12,146,587 | $759,162 |
| Total | $133,747,738 | $308,886 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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