A. GILE & CO.

Overview

A. Gile & Co. is an independent RIA that focuses on serving individual and family clients with fee-based portfolio management and financial planning. The firm operates alongside broker-dealer and law-firm activities, which suggests a blended service model that can combine investment management with transactional and legal support. A. Gile & Co. favors equity-driven allocations, using exchange-traded securities as its primary building blocks, and does not position itself as a capital allocator to external managers in a broad institutional sense. The firm is not an active ESG investor and is not structured as a multi-state adviser. Its advisory work concentrates on smaller, relationship-based engagements—financial planning and portfolio management geared toward individuals and small businesses—rather than large institutional mandates. Custody and trade execution appear concentrated through a single custodian relationship that supports the firm’s electronically traded equity focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices