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C.J.GILBERT FINANCIAL LLC
CRD 300837
THE WESTON OFFICE BUILDING, 30 COLPITTS ROAD, WESTON, MA, 02493, United States
Phone
781-899-4853
Fax
781-899-0422
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$27.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.2M |
| High net worth individuals | 9 | $22.6M |
Official SEC filing: View on IAPD