RIA Intel›Advisers›California›GILMORE FINANCIAL SERVICES, LLC

GILMORE FINANCIAL SERVICES, LLC

Advisory

SAN MATEO, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,783
of 5,480 advisers by AUM
Average account
$805K
across 45 accounts
AUM per adviser
$36M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$36M
Discretionary %
0%
Clients
45
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$36M
Discretionary AUM$0
Non-Discretionary AUM$36M
Discretionary %0%
Total Clients45
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SLATEN FINANCIAL, INC.
ANAHEIM, CA
$36M
BAY WILLOW ADVISERS, LLC
SAN DIEGO, CA
$36M
0.0% 1Y
MARINA WEALTH ADVISORS, LLC
$36M
TOLTON ASSET MANAGEMENT, LLC
LOS ANGELES, CA
$36M
MARGO PARK LLC
SAN DIEGO, CA
$36M
SILICON VALLEY CAPITAL MANAGEMENT
$36M
0.0% 1Y

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