Gilmore Financial Services, LLC

Gilmore Financial Services, LLC (CRD# 136249) is a financial advisory firm headquartered in San Mateo, CA. They manage $22,494,628 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
411 Borel Avenue, Suite 501, San Mateo, CA 94402
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $607,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at Gilmore Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Gilmore, financial advisor San Mateo CA
Kevin R. Gilmore
CRD#: 4040380
411 Borel Ave, Suite 501, San Mateo, CA 94402

Kevin Gilmore (CRD# 4040380) is an Investment Advisor Representative working at Gilmore Financial Services, LLC in San Mateo, CA and has over 24 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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