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
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Guttman Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
George A. Guttman
CRD#: 4703622
Santa Monica, CA

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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