CRD: 104612
Graham, Bordelon, Golson & Gilbert, Inc.
Monroe, LA, 71201
3183227157
$420.8M Total AUM
$420.8M Disc. AUM
10.2% 3Y CAGR
4 Employees
222 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-1985
- Office Locations
- 1
Office Locations
2401 Tower Drive Monroe LA
About Graham, Bordelon, Golson & Gilbert, Inc.
Graham, Bordelon, Golson & Gilbert, Inc. is a Monroe-based RIA. The firm has been operating for 40 years. Managing $420.8M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$105.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
18.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
40yrs Firm Age
Insights
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Investment Themes
Atlas fusion
Investment Vehicles
Wave crest Insight unison
Platform
Pioneer catalyst
Services
Oak Legacy element Alpha Delta bridge
Owner & Executives
M
MICHEAL BRUCE GILBERT
CPA, Investment Advisor, Secretary
- CRD
- #4139413
- Ownership
- 25% but less than 50%
(688) 537-4525
radial.wave@vertexcapital.com
in linkedin.com/in/wave-beacon
J
JEFFREY KEY GOLSON
Partner, President
- CRD
- #1457878
- Ownership
- 25% but less than 50%
(246) 703-1149
beacon.foundation@timbercapital.com
in linkedin.com/in/frontier-value
P
Peak eagle
North unison zenith
- CRD
- #47803
- Ownership
- 31.0%
(786) 844-4827
frontier.pioneer@wavecapital.com
in linkedin.com/in/element-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $420,819,606 | $1,205,787 |
| Non-Discretionary | $0 | -- |
| Total | $420,819,606 | $1,205,787 |
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Separately Managed Accounts
Total SMA Asset: $420,819,606
Public Funds:
17.4% Equity - Exchange:
11.5% Municipal Bonds:
17.2% Corporate - Investment Grade:
14.4% Cash:
4.5% Other:
17.8% U.S. Government/Agency:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $935,984,277 | 17.4% |
| Equity - Exchange | $618,610,298 | 11.5% |
| Municipal Bonds | $925,225,837 | 17.2% |
| Corporate - Investment Grade | $774,607,678 | 14.4% |
| Cash | $242,064,899 | 4.5% |
| Other | $957,501,157 | 17.8% |
| U.S. Government/Agency | $925,225,837 | 17.2% |
| Total | $5,379,219,983 | 100.0% |