Investment adviser · CRD 107544

GUERIN FINANCIAL SERVICES,LTD.

Investment adviser filing (IA)

DENVER, CO, United States · Form ADV filed Jan 29, 2016

Regulatory AUM
$264M
Form ADV · Item 5.F
Client accounts
1,380
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 29, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2755 S LOCUST ST. STE 206
DENVER, CO, 80222-7132, United States

CRD 107544

Filing source

Form ADV 973004 · Jan 29, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.