Guardsman Private Capital Management, Inc.
Guardsman Private Capital Management, Inc. (CRD# 172205) is a financial advisory firm headquartered in Sarasota, FL. They manage $117,853,174 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management118MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$2,067,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeffrey McCurdy (CRD# 5610559) is an Investment Advisor Representative working at Guardsman Private Capital Management, Inc. in Sarasota, FL and has over 3 years of experience in the finance industry.