GD
CFA
GD
CFA

Gilbert H Dunham

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$437K average
Assets Under Management
$105.8M

Fee Structure

Minimum Investment:$100K
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Location

2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gilbert is a manager for Fort Trinidad Investors, Bridgeway Wealth Partners, Fourcore Capital, and Retirement Savings Association, and a consultant for ACTA Thermal Technologies. He also works as an advisor for REPM Solar, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Cardea Capital Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
March Capital CORP.
January 2022 - Present · 4 yrs 1 mo
March Capital CORP.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Bridgeway Wealth Partners, LLC
January 2022 - December 2023 · 1 yr 11 mos
Allied Millennial Partners, LLCBroker
May 2019 - January 2020 · 8 mos
Pemigewasset Capital LLC
October 2012 - December 2013 · 1 yr 2 mos
Lipper & Company, L.P.Broker
November 1998 - August 1999 · 9 mos
State Registrations3 states
CTNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.