Guttman Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 283061
- Website
- guttmanfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Guttman Financial Planning is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and it also offers selection of other advisers and educational seminars or workshops. Its revenue model combines a percentage-of-AUM fee with hourly charges. Guttman identifies as a capital allocator but does not position itself as an active ESG investor, and it is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents18%
- US Government Bonds6%
Contacts
1 of 1
George Guttman
PresidentCRD 4703622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations