Larry
Gurewitz
The William Allan Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Larry Gurewitz is a financial advisor based out of Fort Collins, Colorado, with 9 years of relevant experience. Gurewitz is an employee of The William Allan Corporation. Throughout their career, they have worked at Hd Vest Investment Services, Larry Gurewitz and The William Allan Corporation. Gurewitz has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. The William Allan Corporation is a financial advisory firm with a branch in Fort Collins, Colorado. The company has a total of eight people on staff. It administers $147 million in assets under management across its 642 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 642 client accounts, 21% are associated with high-net-worth individuals who have greater than $1 million in assets. The William Allan Corporation offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules usually vary depending on the type of services offered. However, fees charged by The William Allan Corporation most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The William Allan Corporation Brokerage Details
$146,583,608
8
642
$228,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Larry Gurewitz Work History
Larry has been registered as a financial advisor for 9 years.*
The William Allan Corporation
Larry Gurewitz
Hd Vest Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Larry Gurewitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The William Allan Corporation
Fort Collins, CO
Oak Park, CA
Long Beach, CA
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
