The GILBERT GREG RIA is a privately held investment adviser that advises $173.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GILBERT GREG RIA is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 24.25% over the last 5-years.
The Group has been registered with the SEC for 6.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 212 9TH STREET SUITE 202, OAKLAND, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 35 employees comprised of 35 investment and 0 non-investment staff. The total number of Employees increased by 775% over the last 5-years.
Their $173.95mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 15 other accounts. Assets of Individuals clients own $115.09mn or 66.16% of Total Assets and High Net Worth Individuals own $52.49mn or 30.17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
GILBERT GREG RIA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.