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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-20-2009
- Office Locations
- 1
Office Locations
About Kevin M. Gibney AND Company, LLC
Gibney & Company (Kevin M. Gibney and Company, LLC) provides independent, transparent family office services for high-net-worth individuals and families, combining financial planning with tax, income, and legacy/estate planning. Investment work centers on asset allocation and risk management, using vehicles such as ETFs and mutual funds (and annuities when appropriate). Clients can access a Tamarac-based portal; custody includes Schwab and Fidelity/NFS.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KEVIN MICHAEL GIBNEY
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #4433220
- Ownership
- 75% or more
VANESSA BOVO CURRAN
Partner
- CRD
- #5244571
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,671,987 | $425,699 |
| Non-Discretionary | $4,245,861 | $303,276 |
| Total | $306,917,848 | $423,335 |
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Separately Managed Accounts
Total SMA Asset: $306,917,848
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $246,648,245 | 10.2% |
| Public Funds | $241,812,005 | 10.0% |
| Equity - Exchange | $512,641,450 | 21.2% |
| Cash | $396,571,688 | 16.4% |
| Corporate - Investment Grade | $297,428,766 | 12.3% |
| Municipal Bonds | $379,644,848 | 15.7% |
| U.S. Government/Agency | $343,373,046 | 14.2% |
| Total | $2,418,120,048 | 100.0% |