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
https://www.facebook.com/beatrice.gilbert
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, FL, MA, ME, NH, VT

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals