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Liza Anne Gurtin

GURTIN FIXED INCOME MANAGEMENT, LLC·SOLANA BEACH, California
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440 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 6438817Firm CRD# 143597
01

About

Liza Anne Gurtin is a registered financial advisor based in SOLANA BEACH, California, affiliated with GURTIN FIXED INCOME MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
GURTIN FIXED INCOME MANAGEMENT, LLC
GURTIN MUNICIPAL BOND MANAGEMENT
AUM
$20.6B
Regulatory assets under management
Employees
69
Total firm employees
View all advisors at GURTIN FIXED INCOME MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6438817
Firm CRD# 143597
5 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Liza Anne Gurtin offer?
Liza Anne Gurtin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SOLANA BEACH, California for a consultation.
What are Liza Anne Gurtin's credentials?
Liza Anne Gurtin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liza Anne Gurtin located?
Liza Anne Gurtin is based in SOLANA BEACH, California, working with GURTIN FIXED INCOME MANAGEMENT, LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does Liza Anne Gurtin charge for services?
Liza Anne Gurtin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GURTIN FIXED INCOME MANAGEMENT, LLC?
GURTIN FIXED INCOME MANAGEMENT, LLC has approximately 69 employees and manages $20.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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