Gimbal Financial, LLC
Gimbal Financial, LLC (CRD# 159003) is a financial advisory firm headquartered in Carmel, IN. They manage $209,702,458 in 718 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management210MILLION
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Total Number of Accounts718ACCOUNTS
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Average Account Value$292,065
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IL, IN, KY, OH, TX
Douglas Shrieve (CRD# 3159316) is an Investment Advisor Representative working at Gimbal Financial, LLC in Carmel, IN and has over 24 years of experience in the finance industry.
Keith Tyner (CRD# 1542622) is an Investment Advisor Representative working at Gimbal Financial, LLC in Carmel, IN and has over 37 years of experience in the finance industry.
Amanda Hineman (CRD# 6698516) is an Investment Advisor Representative working at Gimbal Financial, LLC in Carmel, IN and has over 4 years of experience in the finance industry.