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GIMBAL FINANCIAL, LLC
GIMBAL FINANCIAL, LLC
CARMEL, Indiana
·
4 registered advisors
·
CRD# 159003
SEC# 801-110875
0
317-578-1600
01
Firm Overview
AUM
$210M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at GIMBAL FINANCIAL, LLC
4 registered advisors
Douglas Allen Shrieve
CARMEL, Indiana
CRD# 3159316
Henry Matthew Hernandez
FISHERS, Indiana
CRD# 4339168
Jim David Pinkston
FISHERS, Indiana
CRD# 1996972
Keith Alan Tyner
CARMEL, Indiana
CRD# 1542622
05
Office Locations
CARMEL, Indiana
2 advisors
FISHERS, Indiana
2 advisors
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Data sourced from SEC Form ADV filings. GIMBAL FINANCIAL, LLC (CRD# 159003) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.