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GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
CRD 123470
313 EAST CALDWELL AVENUE, VISALIA, CA, 93277, United States
Phone
559-627-2725
Fax
559-627-2459
Registration
— (—)
Source
State registered
Total AUM
$37.6M
Discretionary AUM
$37.6M
Team
8 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.4M |
| High net worth individuals | 48 | $29.7M |
| Charitable organizations | 1 | $2.2M |
| Corporations/business entities | 3 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD