Gompert Financial

Overview

Gompert Financial operates as a sole proprietorship and is registered as an independent registered investment adviser. The business is owned and run by an individual and focuses on portfolio management for individuals and small businesses while also acting as an insurance broker. The firm charges clients based on a percentage of assets under management and serves primarily individual and family clients rather than institutional mandates. The adviser reports it does not position itself as a capital allocator or as an active ESG investor, and it is not organised as a multi-state or related adviser. The firm’s profile does not list any pension consulting activities and it is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives