GILMORE FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 136249
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.57%
- Individuals1.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gilmore Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and focuses on financial planning and portfolio management for individuals and small businesses. Its client-facing fee model combines a percentage-of-AUM billing with hourly charges. The firm is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor.
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 Funds67%
- Exchange Traded Equities15%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Contacts
1 of 1KEVIN GILMORE
Managing PartnerCRD 4040380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 411 Borel Ave
- Time zone
- PT (UTC-8)
- Office locations
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