Guinness Atkinson Asset Management, Inc
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Learn more about Guinness Atkinson Asset Management, Inc
Overview
Guinness Atkinson Asset Management, Inc is located at 251 South Lake Ave, Suite 800, Pasadena, CA. The firm employs 17 financial advisors to manage client portfolios and provide financial guidance. Guinness Atkinson Asset Management, Inc is not a registered broker-dealer.
Guinness Atkinson Asset Management, Inc oversees $319.3 million in assets under management across 11 accounts, all of which are discretionary. The firm offers portfolio management services for investment companies. The fee structure at Guinness Atkinson Asset Management, Inc is asset-based. The firm caters to investment companies, which are also the largest client type by accounts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Guinness Atkinson Asset Management, Inc by the Numbers
$319.3 million
24
11
$29.0 million
Fee Structure
Fees for financial advisory services typically depend on the financial services offered. Fees billed by Guinness Atkinson Asset Management, Inc typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to investment companies. Guinness Atkinson Asset Management, Inc's biggest client type by number of accounts is investment companies.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Guinness Atkinson Asset Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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