Guaranty Private Wealth
Firm details
- Headquarters
- Ridgeland, Mississippi
- CRD number
- 306385
- Website
- guarantyprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.69%
- Corporations / Businesses18.84%
- Individuals5.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Guaranty Private Wealth operates as an independent limited liability advisory firm serving high-net-worth individuals, families and institutional clients. The firm provides traditional wealth-management services on a percentage-of-AUM fee basis and delivers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational seminars. Its activities are tied to banking and trust operations, and it reports affiliations with banking or thrift institutions and a trust company. The firm is state-registered to do business in Arkansas, Louisiana, Mississippi and Tennessee.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents42%
- US Government Bonds35%
- Exchange Traded Equities9%
- Investment Grade Corp Bonds6%
- State & Local Bonds4%
Owners & executives
1 of 1
William Smith
Chief Compliance OfficerCRD 4865759
Contacts
2 of 2
Robert Sutton
Financial PlannerCRD 5746879

Gentry Martin
Portfolio ManagerCRD 6686118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 405 W Parkway Pl
- Time zone
- CT (UTC-6)
- Office locations
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