Key facts
- Gilman Ciocia’s last known valuation is $7.0M.
- Gilman Ciocia has filed 13 Form Ds with the SEC since 2009, most recently May 2013 ( sold).
- Status: Acquired/Merged.
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- ·The full record, as it builds
Funding rounds
No funding rounds for Gilman Ciocia are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Gilman Ciocia
Provider of tax return preparation services. The company offers financial planning services, including securities brokerage, investment management services, insurance and asset management services.
- Sector
- Business Products and Services (B2B)
- HQ
- Poughkeepsie, NY, United States
- Employees
- 188
- Ownership
- Acquired/Merged
Gilman Ciocia doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Gilman Ciocia shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Gilman Ciocia in its N-PORT filings yet. We sweep new filings monthly.