C.J.GILBERT FINANCIAL LLC

C.J.GILBERT FINANCIAL LLC of WESTON, MA is an SEC-registered investment adviser (CRD 300837). Regulatory assets under management: $27.8M.

Registration

• CRD: 300837
• Type: Registered investment adviser
• Location: THE WESTON OFFICE BUILDING, WESTON, MA, 02493
• Phone: 781-899-4853
• Latest filing: 2026-06-13
• Regulatory AUM: $27.8M
• Discretionary AUM: $27.8M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search