GILBERT FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$109,818,955
Discretionary
$90,011,266
Non-discretionary
$19,807,689
Firm details
- CRD number
- 130337
- SEC file number
- 801-77806
- Main office
- HONEOYE FALLS, NY, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.