GUARANTY FINANCE MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TIBURON, California
CRD number
290031

Firm profile

FINTRX

Overview

Guaranty Finance Management LLC operates as a small, privately organized investment manager focused on a single pooled vehicle rather than a traditional advisory practice serving retail clients. The firm is structured as a limited liability company and is classified as an unclassified adviser in the available data. It is not registered as a multi-state adviser, is not identified as an active ESG investor, and does not present itself as a pension consultant or capital allocator. The available disclosure contains no listing of retail client relationships, fee schedules, or stated advisory programs, which points to a business centered on managing a private fund or bespoke capital arrangement instead of providing broad-based wealth management or broker-dealer services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DONALD CAMPBELL

    Co-FounderCRD 6048397

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

TIBURON, CA

MARIN

Location

TIBURON, CA

Headquartered in TIBURON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
1771 Tiburon Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth