5058 Grand Ridge Drive
West Des Moines, Iowa 50265
Tel: (515) 270-6444
GILBERT & COOK, INC, formally registered with the SEC as GILBERT & COOK, INC. The firm was established in 04/14/2016. They have over 1 offices throughout the country.
GILBERT & COOK, INC. is a West Des Moines, Iowa based Financial Planning firm with nearly $973,601,625 assets under management, offering retirement planning & investment advisory services to 2648 clients. The firm is staffed with 32 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 283112 |
SEC# | 801-107546 |
Assets Managed by Firm | $973,601,625 |
No. of Clients | 2648 |
No. of Advisors | 32 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2648 | $973,601,625 |
Individuals (other than high net worth individuals) | 486 | $155,580,782 |
High net worth individuals | 278 | $790,332,149 |
Charitable organizations | 8 | $11,947,762 |
Corporations or other businesses | Fewer than 5 clients | $15,740,932 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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