Gurtin Fixed Income Management, LLC is a large advisory firm based in Solana Beach. It manages $14.14 billion of regulatory assets for 2,597 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Gurtin Fixed Income Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gurtin Fixed Income Management, LLC is $14.14 billion. The firm's AUM has grown by 52769% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gurtin Fixed Income Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Steven Scott Simpson is high net worth individuals with 1,708 clients and $9.82 billion of assets under management. Among the 9 most similar advisory firms, Gurtin Fixed Income Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $14.13 billion for 2,594 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Gurtin Fixed Income Management also advises several private funds.
The company employs 64 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Steven Scott Simpson has been acting as President since 1 Dec 2007. Grant D. Gurtin Separate Property Trust Uad 11/25/2015 joined the executive team most recently as the Member.
The principal office where Gurtin Fixed Income Management, LLC performs its advisory services is located at 440 Stevens Avenue, Solana Beach, CA 92075, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-436-2200 or by fax 858-436-2201. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at gurtin.com.