Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Sal Guanill

Guanill Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Sal Guanill

Edward Guanill is a financial advisor with Guanill Wealth Management. Edward has been in the industry since 2006 and is registered with the state of California as an Investment Advisor Representative. Edward is a Series 65 licensed professional who is passionate about helping clients achieve their financial goals.

Firm Information

Edward Guanill is currently registered with Guanill Wealth Management. Guanill Wealth Management is an investment advisory firm based in California with two licensed agents, investment adviser representatives, and advisory functions. The firm offers financial planning, educational seminars, selection of other advisers, portfolio management for individuals and pooled investment vehicles. Their regulatory assets under management total $1,250,000, primarily from pooled investment vehicles.

$1.25M

Assets Under Management

115

Total Clients

2

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Guanill’s Registration & Firm History

CA

11/09/2015 - Present

Guanill Wealth Management (SACRAMENTO CA)

Not sure if Edward Sal Guanill is right for you?

Licenses & Designations

IA

Issued 11/02/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Sal Guanill.
Not sure if Edward Sal Guanill is right for you?