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Building 2GUILD INVESTMENT MANAGEMENT, INC.

Map pinWESTLAKE VILLAGE, CA
Phone310-826-8600
NotebookSEC #801-56863
Total AUM
$185.2M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31225 LA BAYA DRIVE
SUITE 214
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
6:30AM-4:30PM PST
Monday - Friday
Phone
310-826-8600

ReceiptFinancials

Total AUM
$185.2M
Accounts
211
Discretionary
$185.2M
Accounts
211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$8.9M
HNW Individual Clients
60
AUM
$175.4M
Pension/Profit Sharing Plan Clients
1
AUM
$145.7K
Charitable Organization Clients
1
AUM
$761.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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