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GILMORE FINANCIAL SERVICES, LLC
CRD 136249
411 BOREL AVENUE, SUITE 501, SAN MATEO, CA, 94402, United States
Phone
650-432-6110
Fax
650-432-6116
Registration
— (—)
Source
State registered
Total AUM
$36.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $517K |
| High net worth individuals | 41 | $35.7M |
Official SEC filing: View on IAPD