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GILBERT FINANCIAL, LLC

CRD 130337 · SEC 801-77806

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

NY, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$109.8M

Discretionary AUM

$90.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals68$24.6M
High net worth individuals84$85.2M

States served

NY, TX

Official SEC filing: View on IAPD