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Gimbel Arthur D Inc (Burlingame)


Gimbel Arthur D Inc is an adviser based in Burlingame. It manages $42.19 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Gimbel Arthur D provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for charitable organizations and profit sharing plans.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gimbel Arthur D: assets under management

The assets under management (AUM) of Gimbel Arthur D Inc is $42.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.76 thousand each.
Gimbel Arthur D has custody of $1.11 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gimbel Arthur D Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlingame

The principal office where Gimbel Arthur D Inc performs its advisory services is located at 840 Hinckley Road, Burlingame, CA 94010 1505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-692-4484 or by fax 650-692-4477. The normal business hours are 7:00 a.m. - 5:00 p.m. on Monday - Friday.


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