Guinness Atkinson Asset Management, Inc.

RIASEC Registered
Total AUM
$344M
Discretionary
$344M
100% of AUM
Avg account
$28.7M
Accounts
12
Employees
41
Advisory reps
5

Firm details

Headquarters
Pasadena, California
CRD number
124465
Registered since
December 10, 2002
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Guinness Atkinson Asset Management, Inc. is an institutional- focused registered investment adviser that has been SEC-registered since 2002. The firm provides portfolio management specifically for investment companies and operates on a percentage-of-assets fee model. It is structured as a corporation owned by an individual and lists its client base as institutional. The firm is not identified as an active ESG investor and is not characterized as a capital allocator or pension consultant. It also serves in sponsor/GP or managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
251 S Lake Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth