Gilbert & COOK Inc
Legal Name: GILBERT & COOK, INC.
Other Info
GILBERT & COOK, INC. is an IA Corporation that boasts 21 employees, including 8 advisory roles, and provides financial advisory services to 4 clients. As per the latest SEC record, the registration status is Approved and dates back to April 14, 2016, exhibiting the firm's compliance and credibility in the market.
Gilbert & Cook
Providing clarity around complex financial situations. Our team of financial advisors instills you with the confidence needed to make important wealth decisions. Our Investment Management Team possesses the ability to analyze and explain your portfolio.
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%
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JERIT PAUL TRIPP
SHAREHOLDER owns more than 5% but less than 10%
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LINDA LUNDSTROM COOK
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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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