Gilbert Financial, LLC

Gilbert Financial, LLC (CRD# 130337) is a financial advisory firm headquartered in Honeoye Falls, NY. They manage $84,478,737 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o Box 432, Honeoye Falls, NY 14472
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $563,192
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.

NY, TX

Financial Advisors at Gilbert Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Austin Gilbert, financial advisor Honeoye Falls NY
Austin J. Gilbert
CRD#: 4125474
Honeoye Falls, NY

Austin Gilbert (CRD# 4125474) is an Investment Advisor Representative working at Gilbert Financial, LLC in Honeoye Falls, NY and has over 17 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.

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