Gilman, Harris & Travioli, An Accountancy Corporation

Gilman, Harris & Travioli, An Accountancy Corporation (CRD# 123470) is a financial advisory firm headquartered in Visalia, CA. They manage $14,877,670 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $280,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

CA

Financial Advisors at Gilman, Harris & Travioli, An Accountancy Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Samuel N. Gilman
CRD#: 3106332
320 West Oak Avenue, Visalia, CA 93291
93
Wealthminder
score

Samuel Gilman (CRD# 3106332) is an Investment Advisor Representative working at Gilman, Harris & Travioli, An Accountancy Corporation in Visalia, CA and has over 18 years of experience in the finance industry.

2
Chris L. Harris
CRD#: 2926438
320 West Oak Avenue, Visalia, CA 93291
87
Wealthminder
score

Chris Harris (CRD# 2926438) is an Investment Advisor Representative working at Gilman, Harris & Travioli, An Accountancy Corporation in Visalia, CA and has 1 year of experience in the finance industry.

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