Overview
Assets Under Management: $639 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,460
Discretionary Accounts: 5,459
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 281621
Filing ID: 2011814
Last Filing Date: 2025-08-26 09:19:00
Website: https://gibbsfinancialgroup.com