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GILBERT RICH & ASSOCIATES

RICH, GILBERT

CRD 125539

1830 SUITE D, INDEPENDENCE SQUARE, ATLANTA, GA, 30338-5150, United States

Phone

4047755700

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$41.5M

Discretionary AUM

$41.5M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-01-15

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals42$41.5M

Official SEC filing: View on IAPD