GURNIAK FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- ALLENTOWN, Pennsylvania
- CRD number
- 119905
- Website
- www.gurniakfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.21%
- Individuals41.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gurniak Financial Advisors, Inc. is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. The firm emphasizes advice delivered on a non-discretionary basis, relying primarily on pooled public funds to construct client portfolios rather than active management of individual equities. Fee arrangements include a percentage-of-AUM component alongside hourly billing, which aligns the firm with clients seeking ongoing advisory relationships combined with project-based planning work. The firm does not identify itself as an ESG investor and does not report activity as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1RICHARD GURNIAK
OwnerCRD 4589143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALLENTOWN, PA
LEHIGH
Location
ALLENTOWN, PA
Headquartered in ALLENTOWN, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LEHIGH
- Address
- 1005 Brookside Rd
- Time zone
- ET (UTC-5)
- Office locations
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