GIMBAL FINANCIAL, LLC

620 N. Rangeline Road
Carmel, Indiana 46032
Tel: 317-578-1600

About GIMBAL FINANCIAL, LLC

GIMBAL FINANCIAL, LLC, formally registered with the SEC as GIMBAL FINANCIAL, LLC. The firm was established in 07/24/2017. They have over 1 offices throughout the country.

GIMBAL FINANCIAL, LLC is a Carmel, Indiana based Financial Planning firm with nearly $209,702,458 assets under management, offering retirement planning & investment advisory services to 718 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159003
SEC#	801-110875
Assets Managed by Firm	$209,702,458
No. of Clients	718
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	718	$209,702,458
Individuals (other than high net worth individuals)	292	$90,667,300
High net worth individuals	47	$102,323,964
Pension and profit sharing plans	3	$15,184,186
Charitable organizations	2	$924,759
Corporations or other businesses	1	$602,249

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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