CRD: 119905
Gurniak Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital peak
- Established Date
- 02-02-1998
- Office Locations
- 1
Office Locations
About Gurniak Financial Advisors, Inc.
Gurniak Financial Advisors, Inc. is a retail RIA based in Allentown, PA serving business owners and entrepreneurs with integrated financial planning, tax and estate planning coordination, insurance, and education/529 and charitable strategies. Portfolios emphasize active management and asset allocation using public funds (e.g., mutual funds) with exposure across fixed income and real assets such as infrastructure and real estate. Client assets are custodied with Charles Schwab & Co.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD THEODORE GURNIAK MR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4589143
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,579,483 | -- |
| Total | $68,579,483 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,579,483
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,138,792,037 | 100.0% |
| Total | $6,138,792,037 | 100.0% |