Gilbert Investment Management

Gilbert Investment Management (CRD# 290936) is a financial advisory firm headquartered in Boston, MA. They manage $10,719,291 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

20 Mckenna Ter, Boston, MA 02132

http://www.gilbertim.com

By the Numbers

Total Assets Under Management

11

MILLION
Total Number of Accounts

37

ACCOUNTS
Average Account Value

$289,711

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MA, ME

Financial Advisors at Gilbert Investment Management

Showing 1 - 2 of 2 top financial advisors.

Donald E. Gilbert

CRD#: 2909915

183 Middle Street, Portland, ME 04101

Donald Gilbert (CRD# 2909915) is an Investment Advisor Representative working at Gilbert Investment Management in Portland, ME and has over 20 years of experience in the finance industry.

Wayne G. Schaab

CRD#: 1179132

183 Middle Street, Portland, ME 04101

Wayne Schaab (CRD# 1179132) is an Investment Advisor Representative working at Gilbert Investment Management in Portland, ME and has over 40 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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