Below are copies of our most recent disclosure statements:
Please call us if you have any questions or if there is any other way our team could be of assistance. Thank you again for trusting Gilbert & Cook for your financial planning needs. We appreciate the opportunity to serve you and your family.
Gilbert & Cook was announced as one of the top two “Growers Across America” in October 2021, October 2022 and October 2023. CityWire RIA identifies and selects the fastest growing RIAs in each state by analyzing Form ADV data reported to the Securities and Exchange Commission at the time of publication. Data for this publication is gathered by Discovery Data. No compensation was paid in exchange for inclusion in the “50 Growers Across America”.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). Areas of consideration include a 3-year growth rate (2016-19) asset assets under management, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
To identify the “Best Practices Award” winners, InvestmentNews Research created composite scores which examined rate of growth, profitability, and productivity levels from 2018 to 2019 for all the participants in the InvestmentNews Financial Performance Study. Final firms were selected and awarded in November 2019. Gilbert & Cook did not pay a fee to participate or to receive recognition on this list.
