GILBERT FINANCIAL, LLC

Adviser information for GILBERT FINANCIAL, LLC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	95	$59.1M
Non-Discretionary	55	$25.4M
Total	150	$84.5M

Clients

Type	Number	RAUM
Individuals	66	$17.8M
HNW Individuals	84	$66.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-77806
SEC ERA File Number	801-77806
SEC CIK Numbers	None
SEC CRD Numbers	130337
Legal Entity Identifier	None

Principal Office

194 SIBLEY ROAD
HONEOYE FALLS
NY
United States

Monday - Friday, 0930-1600

Tel: 585-241-3150, Fax: None

Chief Compliance Officer

AUSTIN GILBERT

MANAGING MEMBER

194 SIBLEY RD

HONEOYE FALLS

United States

Tel: 585-241-3150

A*****@********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners