GILMORE FINANCIAL SERVICES, LLC

GILMORE FINANCIAL SERVICES, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 136249). Regulatory assets under management: $36.2M.

Registration

• CRD: 136249
• Type: Registered investment adviser
• Location: 411 BOREL AVENUE, SAN MATEO, CA, 94402
• Phone: 650-432-6110
• Latest filing: 2026-03-13
• Regulatory AUM: $36.2M
• Non-discretionary AUM: $36.2M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136249 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search