firm profile
Gilbert & Cook, Inc.
Overview
Gilbert & Cook, Inc. is an SEC registered investment adviser based in West Des Moines, IA, registered since 2016. It reports $1.7B in assets under management across 3,792 accounts, with 32 employees. It has 18 investment adviser representatives.
- Reported AUM
- $1.7B
- Discretionary
- 99%
- Accounts
- 3,792
- Average account
- $448K
- Employees
- 32
- Advisory reps
- 18
- Registered since
- 2016
- Jurisdictions
- 18
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Linda Lundstrom Cook Chief Executive Officer, Managing Member CRD 2059268
- Andy John Armstrong Chief Compliance Officer CRD 4448534
- Brandon Dominic Grimm Shareholder CRD 5557109
3 more executive officers, with direct contact details
Advisory reps 3 of 18
- Christopher Calvin Cook Insurance Agent · Investment Adviser Rep CRD 4370551
- Linda Lundstrom Cook Insurance Agent · Investment Adviser Rep CRD 2059268
- Brandon Dominic Grimm Investment Adviser Rep CRD 5557109
15 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5058 Grand Ridge Dr
West Des Moines, IA 50265 - County
- Polk
- Metro area
- Des Moines-West Des Moines, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 18 jurisdictions
- Website: gilbertcook.com
Every state, with registration dates
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