Gurtin Municipal Bond Management

Gurtin Municipal Bond Management (CRD# 143597) is a financial advisory firm headquartered in Solana Beach, CA. They manage $11,691,812,544 in 2,073 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,692
    MILLION
  • Total Number of Accounts
    2,073
    ACCOUNTS
  • Average Account Value
    $5,640,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Gurtin Municipal Bond Management
Showing 1 - 10 of 22 top financial advisors.
1
Frank A. Chor
CRD#: 5395386
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

Frank Chor (CRD# 5395386) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 6 years of experience in the finance industry.

2
James M. Grandinetti
CRD#: 3258866
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

James Grandinetti (CRD# 3258866) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 18 years of experience in the finance industry.

3
William R. Gurtin
CRD#: 1441144
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

William Gurtin (CRD# 1441144) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 32 years of experience in the finance industry.

4
John T. Hornbeak
CRD#: 5854107
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

John Hornbeak (CRD# 5854107) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 7 years of experience in the finance industry.

5
Michael E. Johnson
CRD#: 4974273
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

Michael Johnson (CRD# 4974273) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 6 years of experience in the finance industry.

6
Shandi O. Johnson
CRD#: 5375097
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

Shandi Johnson (CRD# 5375097) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 9 years of experience in the finance industry.

7
Christina C. Lynch
CRD#: 5638523
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

Christina Lynch (CRD# 5638523) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has over 5 years of experience in the finance industry.

8
Eric L. Stroiman
CRD#: 6530626
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
92
Wealthminder
score

Eric Stroiman (CRD# 6530626) is an Investment Advisor Representative working at Gurtin Fixed Income Management, LLC in Solana Beach, CA.

9
Nicholas C. Downer
CRD#: 5937890
601 California Street, Ste 1901, San Francisco, CA 94108
90
Wealthminder
score

Nicholas Downer (CRD# 5937890) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in San Francisco, CA and has over 4 years of experience in the finance industry.

10
Myles A. Grenier
CRD#: 5275535
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
90
Wealthminder
score

Myles Grenier (CRD# 5275535) is an Investment Advisor Representative working at Gurtin Municipal Bond Management in Solana Beach, CA and has 1 year of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.