GILBERT FINANCIAL, LLC
  • GILBERT FINANCIAL, LLC
  • GILBERT, JACK SORENSEN

Adviser Profile

As of Date 07/01/2026
Registration SEC, Approved, 04/11/2013
Other registrations (1)
ADV Location HONEOYE FALLS, NY, United States
Contact Info 585 xxxxxxx
AUM* 109,818,955 30%
of that, discretionary 90,011,266 52%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 722,493 28%
% High Net Worth 55.26% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

90M 77M 64M 51M 39M 26M 13M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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