CRD: 123470
Gilman Harris Travioli Slover Accountancy Corporation
$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
8 Employees
78 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-1997
- Office Locations
- 2
Office Locations
313 East Caldwell Avenue Visalia CA
320 West OAK Avenue Visalia CA
About Gilman Harris Travioli Slover Accountancy Corporation
Gilman Harris Travioli Slover Accountancy Corporation is a Visalia, CA advisory firm providing portfolio construction and discretionary asset management, with insurance planning support. It focuses on asset-allocation portfolios using ETFs, mutual funds, and fixed income (including investment-grade corporates), and also evaluates private placements. Custody is via Charles Schwab; the firm is CPA-led.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$482.6K AVG AUM / CLIENT
22.1 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Meridian Insight horizon
Client Personas
Beacon
Investment Themes
Ember
Investment Vehicles
Zenith optima
Services
North quantum Oak Beacon quantum
Owner & Executives
CHRIS LEE HARRIS
CPA, President
- CRD
- #2926438
- Ownership
- 50% but less than 75%
(411) 844-1141
focus.signal@optimacapital.com
in linkedin.com/in/catalyst-fusion
CHRISTAL SLOVER
Secretary, TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
(531) 952-6387
optima.meridian@atlascapital.com
in linkedin.com/in/zenith-delta
Showing 2 of 2 owners & executives
Unlock allContacts
S
SAMUEL NUCKOLS GILMAN
--
- CRD
- #3106332
(364) 416-1626
radial.crest@quantumcapital.com
in linkedin.com/in/glacier-matrix
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,640,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,640,977 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,640,977
Public Funds:
25.9% Equity - Exchange:
27.6% Corporate - Investment Grade:
21.8% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,344,775,658 | 25.9% |
| Equity - Exchange | $1,433,042,786 | 27.6% |
| Corporate - Investment Grade | $1,131,896,113 | 21.8% |
| Cash | $1,282,469,449 | 24.7% |
| Total | $5,192,184,006 | 100.0% |