GUIDED CHOICE ASSET MANAGEMENT, INC.

RENO, Nevada·7 registered advisors·CRD# 112674
SEC# 801-619220888-675-4532
01

Firm Overview

AUM
$6.6B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Other: IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GUIDED CHOICE ASSET MANAGEMENT, INC.

7 registered advisors
David Michael Bernard
SAN DIEGO, California
Deirdre Le'aalohalani Myers
RENO, Nevada
Harry Max Markowitz
SAN DIEGO, California
Lodewikus Barend Van Zijl
RENO, Nevada
Ming Wang
RENO, Nevada
Sherrie Ellen Grabot
RENO, Nevada
Thomas Mckissick
SAN DIEGO, California
05

Office Locations

RENO, Nevada
4 advisors
SAN DIEGO, California
3 advisors

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Data sourced from SEC Form ADV filings. GUIDED CHOICE ASSET MANAGEMENT, INC. (CRD# 112674) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.