Gilbert Financial, LLC
● SEC registered since 2013CRD 130337SEC# 801-77806Honeoye Falls, NY
Reg. AUM
$109.8M
Employees
1
Accounts
152
Location
Honeoye Falls, NY
Gilbert Financial, LLC assets under management
Gilbert Financial, LLC is an investment advisory firm registered with the SEC based in Honeoye Falls, NY. The firm has been registered since 2013. It reports $109.8 million in regulatory assets under management and employs 1 people.
Gilbert Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin James Gilbert Control | Managing Member/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Gilbert Financial, LLC manage?
Gilbert Financial, LLC reports $109.8 million in regulatory assets under management on its Form ADV.
How many employees does Gilbert Financial, LLC have?
Gilbert Financial, LLC reports 1 employees.
Where is Gilbert Financial, LLC located?
Gilbert Financial, LLC is based in Honeoye Falls, NY and has been SEC-registered since 2013.
Does Gilbert Financial, LLC disclose fund performance?
Gilbert Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 Norton Street, Honeoye Falls, NY 14472 |
| Phone | 585-241-3150 |
| Office hours | 0930-1600 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.8M▲ 10%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$109.8Mregulatory AUM
Discretionary $90MNon-discretionary $19.8M