Guttman Financial Planning
Guttman Financial Planning (CRD# 283061) is a financial advisory firm headquartered in , . They manage $1,299,998 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Guttman Financial Planning
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts3ACCOUNTS
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Average Account Value$433,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Guttman Financial Planning
1
George Guttman (CRD# 4703622) is an Investment Advisor Representative working at Guttman Financial Planning in Santa Monica, CA and has over 20 years of experience in the finance industry.
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