GILBERT FINANCIAL, LLC
GILBERT FINANCIAL, LLC of HONEOYE FALLS, NY is an SEC-registered investment adviser (CRD 130337). Regulatory assets under management: $109.8M.
Registration
- CRD: 130337
- SEC file number: 801-77806
- Type: Registered investment adviser
- Location: 25 NORTON STREET, HONEOYE FALLS, NY, 14472
- Phone: 585-241-3150
- Latest filing: 2026-07-01
- Regulatory AUM: $109.8M
- Discretionary AUM: $90.0M
- Non-discretionary AUM: $19.8M
- Clients: 1
- Accounts: 152
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Austin James Gilbert | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GILBERT MARK JAMES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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