GILBERT & COOK, INC.
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 283112
- Registered since
- April 14, 2016
- Website
- www.gilbertcook.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.87%
- Individuals7.99%
- Charitable Organizations3.86%
- Corporations / Businesses2.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gilbert & Cook, Inc. is an independent registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm combines investment management and financial planning with insurance brokerage services, and it offers fee arrangements that include a percentage of assets under management, hourly rates, and fixed fees. Advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor. Gilbert & Cook was included in the Financial Times’ Top 300 RIA firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds3%
Owners & executives
2 of 2BRANDON GRIMM
Partner and Chief Investment OfficerCRD 5557109
CHRISTOPHER COOK
Partner & Chief Investment StrategistCRD 4370551
Contacts
3 of 17ANDY ARMSTRONG
Financial Advisor and Registered RepresentativeCRD 4448534
Linda Cook
Partner and AdvisorCRD 2059268
Tiffany Scharfenkamp
Financial PlannerCRD 6333233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$596M in ETFs
98%
$584M
1%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $181M | 277,274 | 30.40% |
Location
WEST DES MOINES, IA
POLK
Location
WEST DES MOINES, IA
Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 5058 Grand Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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