Gilbert & Cook, Inc.
Firm details
- Headquarters
- West Des Moines, Iowa
- CRD number
- 283112
- Registered since
- April 14, 2016
- Website
- www.gilbertcook.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals7.99%
- Charitable Organizations3.86%
- Corporations / Businesses2.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gilbert & Cook, Inc. operates as an independent registered investment adviser that registered with the SEC in 2016 and is organized as a corporation. The firm acts as a capital allocator and serves both individual and family clients as well as institutional mandates. Its advisory services encompass financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-type services, and selection of other advisers; it also conducts insurance brokerage. The firm bills through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Gilbert & Cook is not identified as an ESG-focused investor and is not listed as a multi-state adviser. The firm appeared on the Financial Times Top 300 RIA list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
3 of 3
Brandon Grimm
Partner and Chief Investment OfficerCRD 5557109
Christopher Cook
Partner & Chief Investment StrategistCRD 4370551
Zachary Ripka
Chief Operating OfficerCRD 7016891
Contacts
3 of 16Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
Linda Cook
Partner and AdvisorCRD 2059268
Tiffany Scharfenkamp
Financial PlannerCRD 6333233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$671M in ETFs
98%
$657M
<1%
$14.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $207M | 276,102 | 30.82% |
Location
West Des Moines, IA
Polk
Location
West Des Moines, IA
Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 5058 Grand Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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