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- Custodian
- Charles Schwab & Company · John Hancock · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2019
- Office Locations
- 2
Office Locations
About Guaranty Private Wealth
Guaranty Private Wealth, LLC is a registered investment adviser providing hands-on, customized wealth management and integrated planning for individuals and families, alongside portfolio management and investment policy development for institutions, corporations, and endowments. The firm builds investment policies around risk, objectives, time horizon, and tax considerations, and makes tactical adjustments to mitigate risk and pursue long-term goals. Based in Ridgeland, MS with a Memphis satellite office.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM CLAYTON SMITH
Chief Compliance Officer
- CRD
- #4865759
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Gentry Lawrence Martin
--
- CRD
- #6686118
ROBERT BYRON SUTTON
Wealth Advisor
- CRD
- #5746879
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,369,122 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,369,122 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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