Gilbert Capital Group

Gilbert Capital Group (CRD# 117268) is a financial advisory firm headquartered in , . They manage $85,445,284 in 274 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $311,844
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, ME, NH

Financial Advisors at Gilbert Capital Group
Showing 1 - 1 of 1 top financial advisors.
1
Cass A. Gilbert
CRD#: 705088
North Yarmouth, ME
64
Wealthminder
score

Cass Gilbert (CRD# 705088) is an Investment Advisor Representative working at Gilbert Capital Group in North Yarmouth, ME and has over 25 years of experience in the finance industry.

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