GILBERT RICH & ASSOCIATES
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125539
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gilbert Rich & Associates is a single-owner, sole proprietorship that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-assets-under-management fee and reports its advisory activity as direct portfolio management rather than institutional consulting or pension work. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not present itself as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities73%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities5%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1GILBERT RICH
Registered Investment AdvisorCRD 2195415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1830 Independence Sq
- Time zone
- ET (UTC-5)
- Office locations
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