Unclaimed Profile

Shandi Onise Johnson

GURTIN FIXED INCOME MANAGEMENT, LLC·SOLANA BEACH, California

GURTIN FIXED INCOME MANAGEMENT, LLC

440 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 5375097Firm CRD# 143597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shandi Onise Johnson · SOLANA BEACH, CA

Registration

CRD #5375097 · GURTIN FIXED INCOME MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Shandi Onise Johnson 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GURTIN FIXED INCOME MANAGEMENT, LLC

GURTIN MUNICIPAL BOND MANAGEMENT

AUM

$20.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5375097

Firm CRD# 143597

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shandi Onise Johnson offer?

Shandi Onise Johnson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SOLANA BEACH, California for a consultation.

What are Shandi Onise Johnson's credentials?

Shandi Onise Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shandi Onise Johnson located?

Shandi Onise Johnson 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 Shandi Onise Johnson charge for services?

Shandi Onise Johnson'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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