← Back to searchVisit website
GIMBAL FINANCIAL, LLC
CRD 159003 · SEC 801-110875
620 N. RANGELINE ROAD, CARMEL, IN, 46032, United States
Phone
317-578-1600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.0M
Discretionary AUM
$270.4M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingINSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $112.0M |
| High net worth individuals | 106 | $154.8M |
| Pension/profit sharing plans | 4 | $19.7M |
| Charitable organizations | 2 | $2.7M |
| Corporations/business entities | 2 | $772K |
States served
IL, IN, KY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD