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Daniel Charles Gutierrez

Statheros Financial Solutions, Inc.

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About Daniel Charles Gutierrez

Daniel Gutierrez is a registered investment advisor representative with Statheros Financial Solutions, Inc. in El Dorado Hills, California. Daniel has been in the industry since July 2002. Daniel is licensed to provide investment advisory services in California and Texas. Daniel is also registered with the state of California as an Investment Advisor Representative. Statheros Financial Solutions, Inc. is an investment advisor firm headquartered in El Dorado Hills, California with a total of 11 employees. The firm has 1294 accounts under management with a total amount of $705,224,308 in assets under management. Statheros Financial Solutions, Inc. primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Daniel Gutierrez is currently registered with Statheros Financial Solutions, Inc.. Statheros Financial Solutions, Inc. is an investment advisor headquartered in EL DORADO HILLS, CA, with approximately $705,224,308 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors.
Statheros Financial Solutions, Inc.

1107 INVESTMENT BLVD., STE. 135

EL DORADO HILLS, CA 95762

$705.22M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Gutierrez’s Registration & Firm History

CA

12/06/2019 - Present

Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)

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Licenses & Designations

BC

Issued 09/28/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Charles Gutierrez.
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