Gilbert Capital Group
Gilbert Capital Group (CRD# 117268) is a financial advisory firm headquartered in , . They manage $132,395,214 in 318 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Gilbert Capital Group
By the Numbers
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Total Assets Under Management132MILLION
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Total Number of Accounts318ACCOUNTS
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Average Account Value$416,337
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, MA, ME, NH, VT
Financial Advisors at Gilbert Capital Group
1
Cass Gilbert (CRD# 705088) is an Investment Advisor Representative working at Gilbert Capital Group in North Yarmouth, ME and has over 33 years of experience in the finance industry.
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