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Brianna Nicole Gutierrez

DEFINED FINANCIAL PLANNING LLC·SAN RAFAEL, California
Unclaimed Profile
899 NORTHGATE DR, SAN RAFAEL, CA 94903CRD# 6986508Firm CRD# 310137
01

About

Brianna Nicole Gutierrez is a registered financial advisor based in SAN RAFAEL, California, affiliated with DEFINED FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DEFINED FINANCIAL PLANNING LLC
DEFINED FINANCIAL PLANNING LLC
AUM
$114M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DEFINED FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6986508
Firm CRD# 310137
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brianna Nicole Gutierrez offer?
Brianna Nicole Gutierrez specializes in Financial Planning, Investment Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Brianna Nicole Gutierrez's credentials?
Brianna Nicole Gutierrez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brianna Nicole Gutierrez located?
Brianna Nicole Gutierrez is based in SAN RAFAEL, California, working with DEFINED FINANCIAL PLANNING LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Brianna Nicole Gutierrez charge for services?
Brianna Nicole Gutierrez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEFINED FINANCIAL PLANNING LLC?
DEFINED FINANCIAL PLANNING LLC has approximately 5 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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