Gurtin Municipal Bond Management
Gurtin Municipal Bond Management (CRD# 143597) is a financial advisory firm headquartered in Solana Beach, CA. They manage $20,585,127,367 in 4,078 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management20,585MILLION
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Total Number of Accounts4,078ACCOUNTS
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Average Account Value$5,047,849
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
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, WY
Financial Advisors at Gurtin Municipal Bond Management
No Advisor Found.
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