Gilbert Investment Management
Gilbert Investment Management (CRD# 290936) is a financial advisory firm headquartered in Boston, MA. They manage $10,719,291 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Gilbert Investment Management
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$289,711
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, ME
Financial Advisors at Gilbert Investment Management
1
Donald Gilbert (CRD# 2909915) is an Investment Advisor Representative working at Gilbert Investment Management in Portland, ME and has over 20 years of experience in the finance industry.
2
Wayne Schaab (CRD# 1179132) is an Investment Advisor Representative working at Gilbert Investment Management in Portland, ME and has over 40 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.