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GUILD INVESTMENT MANAGEMENT, INC.
12400 Wilshire Blvd.
Suite 820
Los Angeles, California 90025
Tel: 310-826-8600
About GUILD INVESTMENT MANAGEMENT, INC.
GUILD INVESTMENT MANAGEMENT, INC, formally registered with the SEC as GUILD INVESTMENT MANAGEMENT, INC. The firm was established in 09/28/1999. They have over 1 offices throughout the country.
GUILD INVESTMENT MANAGEMENT, INC. is a Los Angeles, California based Financial Planning firm with nearly $157,285,229 assets under management, offering retirement planning & investment advisory services to 198 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108390 |
| SEC# | 801-56863 |
| Assets Managed by Firm | $157,285,229 |
| No. of Clients | 198 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Subscription fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 198 | $157,285,229 |
| Individuals (other than high net worth individuals) | 31 | $9,515,537 |
| High net worth individuals | 52 | $143,467,560 |
| Pension and profit sharing plans | 6 | $3,777,874 |
| Charitable organizations | 1 | $524,258 |
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