CFA

Cass Gilbert

21 Years of Experience

North Yarmouth, ME

1 Disclosure

Cass Gilbert is a CFA-designated registered investment advisor at Gilbert Capital Group, based in North Yarmouth, ME, with 21 years of industry experience. Cass operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 144 clients with $160M in assets under management.

Gilbert Capital Group

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$158.1M

Location

North Yarmouth, ME

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History

Regulatory History (1)

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Regulatory

February 2004

Final

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Employment History

Current Registrations

Gilbert Capital Group

April 2004 - Present · 22 yrs 1 mo

State Registrations4 states

MENHTXVT

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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