Guanill Wealth Management
Guanill Wealth Management (CRD# 281340) is a financial advisory firm headquartered in Sacramento, CA. They manage $1,250,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,250,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
Financial Advisors at Guanill Wealth Management
1
Edward Guanill (CRD# 6019874) is an Investment Advisor Representative working at Guanill Wealth Management in Sacramento, CA and has over 11 years of experience in the finance industry.
2
Gary Libhart (CRD# 1181998) is an Investment Advisor Representative working at Guanill Wealth Management in Sacramento, CA and has over 24 years of experience in the finance industry.
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