Guild Investment Management, INC.

Assets Under Management

$151.9M

Number of Clients

90

Number of Advisors

2

Average Client AUM

$1.7M

AUM per Advisor

$75.9M

Compensation

Fee-Only (AUM)

About This Firm

Guild Investment Management offers discretionary investment advisory and portfolio management services, specializing in publicly traded securities across global markets. They utilize a top-down/bottom-up approach, actively managing portfolios based on market conditions and risk/reward ratios. Clients can have input on their portfolios.

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement Planning
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Location

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

2 Advisors at this firm