Gibraltar Bank, Fsb (Coral Gables)

Name: Gibraltar Bank, Fsb
Address: 220 Alhambra Circle, Coral Gables, FL, 33134
Telephone: 305-476-5656

Gibraltar Bank, Fsb is a large advisory firm based in Coral Gables. It manages $757.51 million of regulatory assets for 1,021 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Gibraltar Bank, Fsb provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibraltar Bank, Fsb: assets under management

The assets under management (AUM) of Gibraltar Bank, Fsb is $757.51 million. The firm's AUM has grown by 171% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $642.34 million in discretionary accounts and $115.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $861.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $418.77 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gibraltar Bank, Fsb 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.

Careers at Gibraltar Bank, Fsb

Jorge L Decespedes has been acting as President since 1 Nov 1995. Inc Boston Private Financial Holdings joined the executive team most recently as the Parent Corporation.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James T Dyke	Owner / director	1 Jul 1994	25% - 50%	4419752
Cruz Luis	Shareholder	1 Jul 1994	Other	4419774
Steven D Hayworth	Chief executive officer	1 Jul 1994	Other	4407882
David Stoddard Kirkland	Bank chairman	1 Jul 1994	Other	270687
Antoine P Caron	Senior vice president / cfo	1 Jul 1994	Other	4407886
Gail B Askins	Director	1 Nov 1994	Other	4419786
Jorge L Decespedes	Director	1 Nov 1995	Other	4419782
Terry Allen Kramer	Holding company director	1 Jan 1997	Other	1479092
Joyce I Kory	Senior vice president	1 Nov 1997	Other	4407889
Michael W Hill	Compliance / legal	1 Dec 1997	Other	4407892
Ronald Glenn Stone	Director	1 Apr 1998	Other	835167
Richard Allan Gotterer	Senior vice president	1 Nov 2000	Other	1438859
Frederick Harris Sandstrom	Senior vice president	1 Nov 2002	Other	3102642
Thomas P Angelo	Director	1 Apr 2003	Other	4773395
Inc Boston Private Financial Holdings	Parent corporation	1 Oct 2005	75% - 100%	04-2976299
Timothy Landon Vaill	Director, chairman of the board	1 Oct 2005	Other	4345783

Based in Coral Gables

The principal office where Gibraltar Bank, Fsb performs its advisory services is located at 220 Alhambra Circle, Coral Gables, FL 33134, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-476-5656 or by fax 305-476-0684. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gibraltarbank.com.