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Home > Retirement Planners > oklahoma > tulsa > GIBRALTAR CAPITAL MANAGEMENT, INC.
GIBRALTAR CAPITAL MANAGEMENT, INC.
7304 S. Yale Avenue
Tulsa, Oklahoma 74136
Tel: 918-492-4209
About GIBRALTAR CAPITAL MANAGEMENT, INC.
GIBRALTAR CAPITAL MANAGEMENT, INC, formally registered with the SEC as GIBRALTAR CAPITAL MANAGEMENT, INC. The firm was established in 03/28/2006. They have over 2 offices throughout the country.
GIBRALTAR CAPITAL MANAGEMENT, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $750,855,822 assets under management, offering retirement planning & investment advisory services to 376 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122328 |
| SEC# | 801-66289 |
| Assets Managed by Firm | $750,855,822 |
| No. of Clients | 376 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 376 | $750,855,822 |
| Individuals (other than high net worth individuals) | 197 | $72,208,540 |
| High net worth individuals | 171 | $559,390,161 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,583,696 |
| Charitable organizations | Fewer than 5 clients | $1,087,031 |
| Corporations or other businesses | Fewer than 5 clients | $7,963,899 |
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