Gilbert & COOK Inc
Legal Name: GILBERT & COOK, INC.
Full Contact Details
Gilbert & COOK Inc
5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA
(515) 270-6444
Other Info
Gilbert & COOK Inc is legally known as GILBERT & COOK, INC.. It is an IA Corporation. This firm has 21 employees, of which 8 are employees in advisory roles. It serves 4 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 14, 2016.
Gilbert & Cook
Gilbert & Cook Services Financial Planning Investment Strategy Divorce Planning Menu of Services Second Opinion Service About Us Why Gilbert & Cook? History Our Team Independent Services Live a Life of Abundance Opportunities Helpful Links Helpful Links Abundant Living Website Timely Topics Calendar…
Direct Owners
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BRANDON DOMINIC GRIMM
SHAREHOLDER owns more than 5% but less than 10%
-
CHRISTOPHER CALVIN COOK
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
-
JERIT PAUL TRIPP
SHAREHOLDER owns more than 5% but less than 10%
-
LINDA LUNDSTROM COOK
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
MARLIS ANN GILBERT
CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
MEGAN LEIGH ROSENSTIEL
SHAREHOLDER owns more than 5% but less than 10%
Firms Located Nearby
Top Holdings
- ISHARES TR CORE S&P500 ETF $68,553k
- ISHARES TR RUS MID CAP ETF $40,519k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $24,278k
- ISHARES TR RUSSELL 2000 ETF $19,357k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $16,625k
- Schwab US Tips ETF (SCHP) $15,815k
- ISHARES $15,111k
- VANGUARD INDEX FDS REAL ESTATE ETF $12,910k
- VANGUARD INDEX FDS TOTAL STK MKT $12,447k
- ISHARES $11,104k