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GUTIERREZ WEALTH ADVISORY, LLC
GUTIERREZ WEALTH ADVISORY, LLC
LITTLE ROCK, Arkansas
·
2 registered advisors
·
CRD# 319481
SEC# 801-126693
0
(501) 451-6900
01
Firm Overview
AUM
$230M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GUTIERREZ WEALTH ADVISORY, LLC
2 registered advisors
David Hale Gutierrez
LITTLE ROCK, Arkansas
CRD# 4988450
Roy David Gutierrez
LITTLE ROCK, Arkansas
CRD# 1007996
05
Office Locations
LITTLE ROCK, Arkansas
2 advisors
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Data sourced from SEC Form ADV filings. GUTIERREZ WEALTH ADVISORY, LLC (CRD# 319481) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.