Guardsman Private Capital Management, Inc.

Guardsman Private Capital Management, Inc. (CRD# 172205) is a financial advisory firm headquartered in Sarasota, FL. They manage $114,273,352 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $4,395,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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

Financial Advisors at Guardsman Private Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey R. McCurdy
CRD#: 5610559
1221 S. Tamiami Trail, Sarasota, FL 34239
88
Wealthminder
score

Jeffrey McCurdy (CRD# 5610559) is an Investment Advisor Representative working at Guardsman Private Capital Management, Inc. in Sarasota, FL and has over 2 years of experience in the finance industry.

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