Overview
Assets Under Management: $142 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
GUTT FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109270), GUTT FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GUTT FINANCIAL MANAGEMENT, LLC is headquartered in ATLANTA, GA.
GUTT FINANCIAL MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, GUTT FINANCIAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GUTT FINANCIAL MANAGEMENT, LLC manages $142 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, GUTT FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 217
Discretionary Accounts: 174
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 109270
Last Filing Date: 2025-02-10 00:00:00
Website: https://guttfm.com