Investment adviser · CRD 158650

ADVISE AND MONITOR FINANCIAL

Investment adviser filing (IA)

GILBERT, JAMES, ANDREW

LOS ANGELES, CA, United States · Form ADV filed May 16, 2024

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2024. View historical filings

Reported services

Pension consulting

Compensation

Fixed

Principal office

5777 W. CENTURY BLVD, 1110-209
LOS ANGELES, CA, 90045, United States

CRD 158650

Filing source

Form ADV 1876768 · May 16, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.