Mary
Gilbert

Imperial Capital Asset Management LLC

CRD#2166593
Investment Advisor
in Los Angeles, CA
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About this Advisor

Mary Gilbert is a chartered financial analyst who works out of Los Angeles, California, who has been in the advisory business for 17 years. Gilbert works at Imperial Capital Asset Management LLC. Their career trajectory has included roles at Imperial Capital, LLC and Imperial Capital Asset Management. Gilbert maintains a Series 63 license, designating them as a securities representative, and is able to operate in California. Imperial Capital Asset Management LLC is a business that has its headquarters in Los Angeles, California. It controls $162 million in total assets among its two customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Imperial Capital Asset Management LLC has a set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors usually are based on the financial services provided. Fee types charged by Imperial Capital Asset Management LLC most likely are comprised of any combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

17 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Disclosures

No

Office Location

10100 Santa Monica Blvd. Suite 2400
Los Angeles, CA 90067

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Imperial Capital Asset Management LLC Brokerage Details

Total Assets Under Management

$161,455,755

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

2

CA Average: 3,727
Average Account Size

$80,727,878

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Mary Gilbert Work History

Mary has 17 years of experience.

2006 - Present (13 years)

Imperial Capital Asset Management

2001 - Present (18 years)

Imperial Capital, LLC

Disclosures

Mary Gilbert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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