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GILBERT INVESTMENT MANAGEMENT
GILBERT INVESTMENT MANAGEMENT INC
CRD 290936
20 MCKENNA TER, BOSTON, MA, 02132, United States
Phone
617-645-1625
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.0M
Discretionary AUM
$7.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $4.1M |
| High net worth individuals | 6 | $8.9M |
All web addresses on file
Official SEC filing: View on IAPD