Overview
Assets Under Management: $150 million
Headquarters: ABINGTON, PA
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 211
Discretionary Accounts: 45
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 124128
Last Filing Date: 2024-03-27 00:00:00
Website: https://gibraltarwealth.com