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Gregory Burton Gilbert

GILBERT GREG RIA, LLC·OAKLAND, California
Unclaimed Profile
212 9TH STREET, OAKLAND, CA 94607CRD# 3119457Firm CRD# 304981
01

About

Gregory Burton Gilbert is a registered financial advisor based in OAKLAND, California, affiliated with GILBERT GREG RIA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GILBERT GREG RIA, LLC
INFINITY FINANCIAL SERVICES ADVISORY
AUM
$145M
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at GILBERT GREG RIA, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3119457
Firm CRD# 304981
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Burton Gilbert offer?
Gregory Burton Gilbert specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.
What are Gregory Burton Gilbert's credentials?
Gregory Burton Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Burton Gilbert located?
Gregory Burton Gilbert is based in OAKLAND, California, working with GILBERT GREG RIA, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Gregory Burton Gilbert charge for services?
Gregory Burton Gilbert's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GILBERT GREG RIA, LLC?
GILBERT GREG RIA, LLC has approximately 37 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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