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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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