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GILBERT & COOK, INC.

CRD 283112 · SEC 801-107546

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5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA, 50265, United States

Phone

(515) 270-6444

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.70B

Discretionary AUM

$1.67B

Team

32 total employees; 17 advisory reps; 10 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals458$135.7M
High net worth individuals421$1.46B
Charitable organizations13$65.5M
Corporations/business entities9$38.7M

States served

AZ, CA, CO, DE, GA, IL, IA, KS, LA, MI, MN, NE, NV, VA, WI, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD