Gilbert Financial, LLC

Overview

Gilbert Financial, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2013 and operates as an LLC. The firm focuses on portfolio management for individuals and small businesses and serves a client base composed primarily of individual and family accounts. Its fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and it does not position itself as a capital allocator; advisory work centers on discretionary portfolio management rather than running third-party investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives