Overview
Assets Under Management: $751 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 166
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.08
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 376
Discretionary Accounts: 375
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 122328
Last Filing Date: 2024-05-01 00:00:00
Website: https://gibraltar-capital.com