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Home > Retirement Planners > iowa > west des moines > GILBERT & COOK, INC.
GILBERT & COOK, INC.
5058 Grand Ridge Drive
West Des Moines, Iowa 50265
Tel: (515) 270-6444
About GILBERT & COOK, INC.
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 $1,197,704,959 assets under management, offering retirement planning & investment advisory services to 3219 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283112 |
| SEC# | 801-107546 |
| Assets Managed by Firm | $1,197,704,959 |
| No. of Clients | 3219 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3219 | $1,197,704,959 |
| Individuals (other than high net worth individuals) | 511 | $128,206,271 |
| High net worth individuals | 300 | $996,181,553 |
| Charitable organizations | 12 | $46,008,068 |
| Corporations or other businesses | 5 | $27,309,067 |
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