GUTT Financial Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
GUTT Financial Management LLC
CRD #109270
SEC #801-47978
CIK #
AUM $142.5 M (2025-02-10)
Employees 2 (50% Investors, 0% Brokers)
Phone404-237-4188
Address3414 Peachtree Rd NE
Atlanta, GA 30326
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 49 142.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 217 142.5
By Discretionary
Discretionary 174 125.7
Non-Discretionary 43 16.7
Total 217 142.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 142.5
Total 217 142.5
Comparable Firms State AUM ($B)
KEEN Capital LLC
0.1
Breakwater Capital LLC
MI 0.1
James I Black & Company
FL 0.1
Demand Wealth LLC
0.1
Legacy Advisory Services LLC
PA 0.1
Calculated Wealth LLC
WI 0.1
FLFS Advisory LLC
NY 0.1
Truman Wealth Advisors LLC
MO 0.1
TIDE Cove Capital Partners LLC
0.1
Cavalcade Capital LLC
NY 0.1
Terms | Privacy | Guide
tony@aum13f.com