Overview
Assets Under Management: $150 million
Headquarters: ABINGTON, PA
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
GIBRALTAR WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124128), GIBRALTAR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GIBRALTAR WEALTH MANAGEMENT, LLC is headquartered in ABINGTON, PA.
GIBRALTAR WEALTH MANAGEMENT, LLC serves 53 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GIBRALTAR WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GIBRALTAR WEALTH MANAGEMENT, LLC manages $150 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GIBRALTAR WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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