GILBERT FINANCIAL, LLC

1 registered advisor·CRD# 130337
SEC# 801-778060585-241-3150
01

Firm Overview

AUM
$84M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at GILBERT FINANCIAL, LLC

1 registered advisor
Austin James Gilbert
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GILBERT FINANCIAL, LLC (CRD# 130337) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.