Anmelden Kostenlos registrieren

Guilford Capital Management LLC (Kansas City)


Guilford Capital Management LLC is a large advisory firm based in Kansas City. It manages $40.6 million of regulatory assets for 69 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Kansas and Missouri.

Logo

Guilford Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Guilford Capital Management: assets under management

The assets under management (AUM) of Guilford Capital Management LLC is $40.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $588.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guilford Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Guilford Capital Management LLC performs its advisory services is located at 1 Ward Parkway, Kansas City, MO 64112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-994-3200. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.guilfordcap.com.


Registered investment advisers similar to Guilford Capital Management LLC