GURNIAK FINANCIAL ADVISORS, INC.

RIASEC Registered
Total AUM
$68.6M
Discretionary
$0
0% of AUM
Avg account
$408K
Accounts
168
Employees
3
Advisory reps
1

Firm details

Headquarters
ALLENTOWN, Pennsylvania
CRD number
119905
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI58.21%
  • Individuals41.79%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gurniak Financial Advisors, Inc. is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm emphasizes advice delivered on a non-discretionary basis, relying primarily on pooled public funds to construct client portfolios rather than active management of individual equities. Fee arrangements include a percentage-of-AUM component alongside hourly billing, which aligns the firm with clients seeking ongoing advisory relationships combined with project-based planning work. The firm does not identify itself as an ESG investor and does not report activity as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • RICHARD GURNIAK

    OwnerCRD 4589143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALLENTOWN, PA

LEHIGH

Location

ALLENTOWN, PA

Headquartered in ALLENTOWN, PA, in the Northeast of the United States.

Region
Northeast
County
LEHIGH
Address
1005 Brookside Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth