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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-22-2013
- Office Locations
- 1
Office Locations
About Inukshuk Investments, LLC
Inukshuk Investments is an independent, fee-only RIA based in Missoula, Montana serving clients nationwide. The firm provides financial planning and discretionary custom portfolio management for individuals, foundations, endowments and institutions, tailoring security selection to objectives, time horizon and risk tolerance. It does not take commissions or sell products/insurance, operating under a fiduciary standard; portfolios commonly use ETFs and U.S. government/municipal bonds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $360.3K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GEOFFREY EDWARD GILBERT
Investment Advisor, Managing Member - Cco
- CRD
- #5182605
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,359,635 | -- |
| Non-Discretionary | $15,000 | -- |
| Total | $18,374,635 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Inukshuk Investments, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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