AdvisorOS Directory
Claim Profile
DS

Douglas Allen Shrieve

GIMBAL FINANCIAL, LLC·CARMEL, Indiana
Unclaimed Profile
620 N. RANGELINE ROAD, CARMEL, IN 46032CRD# 3159316Firm CRD# 159003
01

About

Douglas Allen Shrieve is a registered financial advisor based in CARMEL, Indiana, affiliated with GIMBAL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GIMBAL FINANCIAL, LLC
GIMBAL FINANCIAL, LLC
AUM
$210M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GIMBAL FINANCIAL, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3159316
Firm CRD# 159003
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CARMEL?

Browse all registered financial advisors in CARMEL, Indiana or claim this profile if it's yours.

Browse CARMEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Douglas Allen Shrieve offer?
Douglas Allen Shrieve specializes in Investment Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.
What are Douglas Allen Shrieve's credentials?
Douglas Allen Shrieve is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Allen Shrieve located?
Douglas Allen Shrieve is based in CARMEL, Indiana, working with GIMBAL FINANCIAL, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Douglas Allen Shrieve charge for services?
Douglas Allen Shrieve's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GIMBAL FINANCIAL, LLC?
GIMBAL FINANCIAL, LLC has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CARMEL
Jonathan Richard Evans — JWEST LLCMatthew Semler Dodson — JWEST LLCSteve Maxwell Dauby — JWEST LLCJay Allen Brammer — INDIE HEALTHCARE FUND MANAGEMENT, LLCSean M O'connor — JWEST LLC
Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile