Gutt Michael Steven (Atlanta)

Name: Gutt Michael Steven
Address: 3414 Peachtree Rd Ne, Atlanta, GA, 30326
Telephone: 404-237-4188

Gutt Michael Steven is a large advisory firm based in Atlanta. It manages $79.08 million of regulatory assets for 440 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Georgia.

Gutt Michael Steven provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gutt Michael Steven: assets under management

The assets under management (AUM) of Gutt Michael Steven is $79.08 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.27 million in discretionary accounts and $15.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $179.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gutt Michael Steven for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Atlanta

The principal office where Gutt Michael Steven performs its advisory services is located at 3414 Peachtree Rd Ne, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-237-4188 or by fax 404-365-8059. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.guttfm.com.

Gutt Michael Steven (Atlanta)

Gutt Michael Steven: assets under management

Fees & Commissions

Based in Atlanta

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