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Daniel Ross Gilbert

COLONY CAPITAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California
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515 S. FLOWER STREET, LOS ANGELES, CA 90071CRD# 2193269Firm CRD# 175506
01

About

Daniel Ross Gilbert is a registered financial advisor based in LOS ANGELES, California, affiliated with COLONY CAPITAL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COLONY CAPITAL INVESTMENT ADVISORS, LLC
COLONY CAPITAL INVESTMENT ADVISORS, LLC
AUM
$802M
Regulatory assets under management
Employees
132
Total firm employees
View all advisors at COLONY CAPITAL INVESTMENT ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS
Regulatory
SEC/IARD CRD# 2193269
Firm CRD# 175506
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Ross Gilbert offer?
Daniel Ross Gilbert specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Daniel Ross Gilbert's credentials?
Daniel Ross Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Ross Gilbert located?
Daniel Ross Gilbert is based in LOS ANGELES, California, working with COLONY CAPITAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Daniel Ross Gilbert charge for services?
Daniel Ross Gilbert's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: asset management fees, custom fee arrangements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLONY CAPITAL INVESTMENT ADVISORS, LLC?
COLONY CAPITAL INVESTMENT ADVISORS, LLC has approximately 132 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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