Kurt
Guinn

Slavic Mutual Funds Management Corp

CRD#4119513
Investment Advisor
in Boca Raton, FL

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About this Advisor

Kurt Guinn is a financial advisor working in Boca Raton, Florida who has 10 years of industry experience. Guinn is an employee of Slavic Mutual Funds Management Corp. They have been an employee of Slavic Mutual Funds Management Corp for all of their career. Guinn holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Florida. Slavic Mutual Funds Management Corp is a financial advisory company that has its headquarters in Boca Raton, FL. The investment advisory business has offices in two locations and a total of 17 people on staff. It administers $4 billion in assets under management among its 879 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Slavic Mutual Funds Management Corp performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on the financial services provided. However, fee types charged by Slavic Mutual Funds Management Corp can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1075 Broken Sound Parkway Nw Suite 100
Boca Raton, FL 33487-3540

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Slavic Mutual Funds Management Corp Brokerage Details

Total Assets Under Management

$4,128,477,749

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

879

FL Average: 2,474
Average Account Size

$4,696,789

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Kurt Guinn Work History

Kurt has been registered as a financial advisor for 10 years.*

2000 - Present (24 years)

Slavic Invesment Corp

*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 Kurt Guinn 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 Slavic Mutual Funds Management Corp

Justin Yocum
Boca Raton, FL
Robert Walsh
Boca Raton, FL
Jennifer Kerr
Boca Raton, FL
John Shultz
Boca Raton, FL
Gregory Madison
Boca Raton, FL
David Slavic
Boca Raton, FL
Jasna Djurin
Boca Raton, FL
David Herlihy
Boca Raton, FL

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.

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