Guzhuna Asset Management

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
338969
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Guzhuna Asset Management operates as a limited liability company and offers a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not engage in capital allocation and is not classified under any specific category. Guzhuna Asset Management employs a fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The firm does not actively pursue ESG investments and is not affiliated with any multi-state advisory operations.

Assets & Accounts

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

Contacts

1 of 1
  • Jori Guzhuna

    Jori Guzhuna

    Registered RepresentativeCRD 7432397

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
100 Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth