Be advised. This firm is no longer registered.

Gourlie Financial Services

Gourlie Financial Services (CRD# 119380) is a financial advisory firm headquartered in Geneva, OH. They manage $38,195,255 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $296,087
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Gourlie Financial Services
No Advisor Found.
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