Guerite Advisors LLC is an adviser based in Greenville. It manages $10.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.
Guerite Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guerite Advisors LLC is $10.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Guerite Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Guerite Advisors LLC performs its advisory services is located at 347 Prado Way, Greenville, SC 29607 6512 The mailing address of the firm is P.O. Box 6366, Greenville, SC 29606 6366. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 864-676-1051 or by fax 864-676-1052. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.guerite.com.