Market
RIA
Member Level
Premier
Last Activity
this month
General
Location
Boston, MA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
110
Avg Client Age
50
Overview

Gilbert Investment Management run by a 15 -year veteran Boston and Portland, Maine - based, fee-only separate account money manager, RIA, with strong ties in Houston looking to acquire new client business in New England and Texas. I currently have accounts with Pershing and Interactive Brokers. My specialty is the ongoing management of separately managed account portfolios of individual stocks and bonds. Looking to acquire/hire other advisers and clients. I offer basic financial planning, and am open to advisers and clients who prefer managed accounts of ETFs or mutual funds as well. I am ideally suited to work as a successor to retiring advisers

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