This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · National Advisors Trust · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 01-24-2018
- Office Locations
- 2
Office Locations
About Gilbert Investment Management
Gilbert Investment Management is a boutique, independent RIA providing personalized financial planning and separately managed portfolios tailored to each client’s risk tolerance, liquidity needs, and goals. The firm emphasizes transparent portfolios of individual stocks and bonds (using mutual funds/ETFs selectively), supported by proprietary research, and offers both discretionary and non-discretionary management. Custody is typically through Bank of New York Mellon/Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD E GILBERT III
Investment Advisor, Owner, President
- CRD
- #2909915
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WAYNE GEORGE SCHAAB
Financial Advisor
- CRD
- #1179132
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,262,211 | -- |
| Non-Discretionary | $5,661,987 | -- |
| Total | $17,924,198 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,924,198
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,727,551,783 | 47.9% |
| Cash | $1,258,432,033 | 22.1% |
| Equity - Exchange | $1,708,278,779 | 30.0% |
| Total | $5,694,262,595 | 100.0% |