Gurun Investment Advisors, Inc.

Gurun Investment Advisors, Inc. (CRD# 37503) is a financial advisory firm headquartered in Dallas, TX. They manage $130,304,100 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $1,240,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Gurun Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Walter R. Beattie
CRD#: 5052055
4925 Greenville Avenue, Suite 1102, Dallas, TX 75206
96
Wealthminder
score

Walter Beattie (CRD# 5052055) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has over 12 years of experience in the finance industry. Walter Beattie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David P. Gurun
CRD#: 1947575
4925 Greenville Avenue, Suite 1102, Dallas, TX 75206
96
Wealthminder
score

David Gurun (CRD# 1947575) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has over 29 years of experience in the finance industry. David Gurun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joseph J. Lastelick
CRD#: 2822734
4925 Greenville Avenue, Suite 1102, Dallas, TX 75206
93
Wealthminder
score

Joseph Lastelick (CRD# 2822734) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.

4
Kevin R. Tehan
CRD#: 6555010
4925 Greenville Avenue, Suite 1102, Dallas, TX 75206
88
Wealthminder
score

Kevin Tehan (CRD# 6555010) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

5
John J. Gurun
CRD#: 232210
4925 Greenville Avenue, Suite 1102, Dallas, TX 75206
76
Wealthminder
score

John Gurun (CRD# 232210) is an Investment Advisor Representative working at Gurun Investment Advisors, Inc. in Dallas, TX and has over 34 years of experience in the finance industry.

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