Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 84
Average Client Assets: $1.0 million
Frequently Asked Questions
GILBERT FINANCIAL, 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 #130337), GILBERT FINANCIAL, LLC is subject to fiduciary duty under federal law.
GILBERT FINANCIAL, LLC serves 84 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, GILBERT FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
GILBERT FINANCIAL, LLC manages $110 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, GILBERT FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.59%
Average Client Assets: $1.0 million
Total Client Accounts: 152
Discretionary Accounts: 95
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 130337
Filing ID: 2042144
Last Filing Date: 2026-01-20 11:45:05