Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
- $1.7B
- Real-asset allocation
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- Appetite
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Investor profile
Gilbert & Cook, Inc., an independent RIA based in an undisclosed location, specializes in providing comprehensive financial planning and investment strategies for high-net-worth individuals and families, drawing on over 30 years of industry experience to offer personalized, fiduciary advice.
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