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Building 2GUTIERREZ WEALTH ADVISORY, LLC

Map pinLITTLE ROCK, AR
Phone(501) 451-6900
NotebookSEC #801-126693
Total AUM
$329.3M
Employees
4
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10801 EXECUTIVE CENTER DR.
STE. 103
LITTLE ROCK
AR 72211
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(501) 451-6900

ReceiptFinancials

Total AUM
$329.3M
Accounts
510
Discretionary
$323.3M
Accounts
500
Non-Discretionary
$6M
Accounts
10

ContactClients

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Individual Clients
64
AUM
$30.2M
HNW Individual Clients
68
AUM
$285.8M
Charitable Organization Clients
2
AUM
$829K
Insurance Company Clients
1
AUM
$4M
Corporation or Business Clients
3
AUM
$312.1K
Other Clients
3
AUM
$8.2M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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