Albert GutierrezCRD Number: 1624262
Current Firm: Atlas Capital Advisors Inc.
Albert Gutierrez (CRD# 1624262) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 36 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Atlas Capital Advisors LLC||San Francisco, CA||Aug 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
Total Assets Under Management784MILLIONS
Total Number of Accounts413ACCOUNTS
Average Account Value$1,898,789
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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