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Austin James Gilbert

GILBERT FINANCIAL, LLC·ROCHESTER, New York
Unclaimed Profile
200 CANAL VIEW BLVD., ROCHESTER, NY 14623CRD# 4125474Firm CRD# 130337
01

About

Austin James Gilbert is a registered financial advisor based in ROCHESTER, New York, affiliated with GILBERT 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
GILBERT FINANCIAL, LLC
GILBERT FINANCIAL, LLC
AUM
$84M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GILBERT FINANCIAL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4125474
Firm CRD# 130337
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Austin James Gilbert offer?
Austin James Gilbert specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCHESTER, New York for a consultation.
What are Austin James Gilbert's credentials?
Austin James Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin James Gilbert located?
Austin James Gilbert is based in ROCHESTER, New York, working with GILBERT FINANCIAL, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Austin James Gilbert charge for services?
Austin James Gilbert'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 GILBERT FINANCIAL, LLC?
GILBERT FINANCIAL, LLC has approximately 1 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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