Montague Nmi Guild,jr.

Guild Investment Management, INC.

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Guild Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

90 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$151.9M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

31225 La Baya Drive, Suite 214, Westlake Village, CA, 91362

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Guild Investment Management, INC.

July 1997 - Present · 28 yrs 7 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.