Gurtin Fixed Income Management, LLC

Gurtin Fixed Income Management, LLC (CRD# 143597) is a financial advisory firm headquartered in Solana Beach, CA. They manage $9,929,753,485 in 1,737 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,930
    MILLION
  • Total Number of Accounts
    1,737
    ACCOUNTS
  • Average Account Value
    $5,716,611
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, 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 Fixed Income Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
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 Fixed Income Management, LLC in Solana Beach, CA and has over 18 years of experience in the finance industry.

2
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 Fixed Income Management, LLC in Solana Beach, CA and has over 31 years of experience in the finance industry.

3
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 Fixed Income Management, LLC in Solana Beach, CA and has over 7 years of experience in the finance industry.

4
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 Fixed Income Management, LLC in Solana Beach, CA and has over 9 years of experience in the finance industry.

5
Steven S. Simpson
CRD#: 4668252
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
93
Wealthminder
score

Steven Simpson (CRD# 4668252) is an Investment Advisor Representative working at Gurtin Fixed Income Management, LLC in Solana Beach, CA and has over 14 years of experience in the finance industry.

6
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.

7
Frank A. Chor
CRD#: 5395386
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
90
Wealthminder
score

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

8
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 Fixed Income Management, LLC in Solana Beach, CA and has 1 year of experience in the finance industry.

9
Michael E. Johnson
CRD#: 4974273
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
90
Wealthminder
score

Michael Johnson (CRD# 4974273) is an Investment Advisor Representative working at Gurtin Fixed Income Management, LLC in Solana Beach, CA and has over 5 years of experience in the finance industry.

10
Christina C. Lynch
CRD#: 5638523
440 Stevens Avenue, Suite 260, Solana Beach, CA 92075
90
Wealthminder
score

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

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.