Guerin Financial Services,Ltd. (Denver)

Name: Guerin Financial Services,Ltd.
Address: 2755 S Locust St. Ste 206, Denver, CO, 80222 7132
Telephone: 303-758-4866

Guerin Financial Services,Ltd. is a large advisory firm based in Denver. It manages $263.64 million of regulatory assets for 1,380 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.

Guerin Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Guerin Financial Services: assets under management

The assets under management (AUM) of Guerin Financial Services,Ltd. is $263.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $263.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guerin Financial Services,Ltd. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Guerin Financial Services,Ltd.

George Raymond Guerin has been acting as President since 1 Apr 1982. Diane Levene joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Raymond Guerin	President	1 Apr 1982	75% - 100%	825841
Diane Levene	Chief compliance officer	1 Oct 2003	Other	1268929

Based in Denver

The principal office where Guerin Financial Services,Ltd. performs its advisory services is located at 2755 S Locust St. Ste 206, Denver, CO 80222 7132, 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 303-758-4866 or by fax 303-226-5349. The normal business hours are 8 - 6:00 on Monday - Friday. You can find more information about the New York firm at guerinfinancial.com.