CRD: 136249
Gilmore Financial Services, LLC
$36.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2005
- Office Locations
- 1
Office Locations
411 Borel AVE Suite 501 SAN Mateo CA
About Gilmore Financial Services, LLC
Gilmore Financial Services, LLC is a SAN Mateo-based RIA. The firm has been operating for 20 years. Managing $36.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
64 AVG AGE
$36.2M AVG AUM / ADVISOR
$804.9K AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Delta frontier Capital Vector
Investment Vehicles
Eagle
Services
Signal Meridian
Owner & Executives
K
KEVIN R GILMORE
Owner
- CRD
- #4040380
- Ownership
- 75% or more
(926) 298-9002
value.vector@embercapital.com
in linkedin.com/in/momentum-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,220,271 | -- |
| Total | $36,220,271 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,220,271
Public Funds:
25.3% Equity - Exchange:
15.1% U.S. Government/Agency:
29.8% Cash:
9.4% Municipal Bonds:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $950,488,404 | 25.3% |
| Equity - Exchange | $567,287,546 | 15.1% |
| U.S. Government/Agency | $1,119,547,607 | 29.8% |
| Cash | $353,145,889 | 9.4% |
| Municipal Bonds | $766,401,718 | 20.4% |
| Total | $3,756,871,164 | 100.0% |