G
CRD: 130337
Gilbert Financial, LLC
Honeoye Falls, NY, 14472
5852413150
$109.8M Total AUM
$90.0M Disc. AUM
12.9% 3Y CAGR
1 Employees
152 ADV. Clients
13 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2013
- Office Locations
- 1
Office Locations
-- Honeoye Falls NY
About Gilbert Financial, LLC
Gilbert Financial, LLC is a Honeoye Falls-based RIA. The firm has been operating for 13 years. Managing $109.8M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$109.8M AVG AUM / ADVISOR
$722.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Investment Themes
Quantum ridge
Investment Vehicles
Zenith
Services
Fusion pathway
Owner & Executives
A
AUSTIN JAMES GILBERT
Chief Compliance Officer, Managing Member
- CRD
- #4125474
- Ownership
- 75% or more
(740) 745-4441
foundation.quantum@quantumcapital.com
in linkedin.com/in/pioneer-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,011,266 | $947,487 |
| Non-Discretionary | $19,807,689 | $347,503 |
| Total | $109,818,955 | $722,493 |
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Separately Managed Accounts
Total SMA Asset: $109,818,955
Equity - Exchange:
47.9% Cash:
36.4% Public Funds:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,526,033,607 | 47.9% |
| Cash | $1,919,574,599 | 36.4% |
| Public Funds | $827,948,385 | 15.7% |
| Total | $5,273,556,591 | 100.0% |