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Home > Retirement Planners > texas > plano > GURUFOCUS INVESTMENTS, LLC
GURUFOCUS INVESTMENTS, LLC
1309 W. 15st
#370
Plano, Texas 75072
Tel: 972-379-7896
About GURUFOCUS INVESTMENTS, LLC
GURUFOCUS INVESTMENTS, LLC, formally registered with the SEC as GURUFOCUS INVESTMENTS, LLC. The firm was established in 12/08/2021. They have over 1 offices throughout the country.
GURUFOCUS INVESTMENTS, LLC is a Plano, Texas based Financial Planning firm with nearly $35,534,666 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316414 |
| SEC# | 801-122727 |
| Assets Managed by Firm | $35,534,666 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES)
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $35,534,666 |
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