Gusto Investment Services, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 281515
- Registered since
- October 8, 2015
- Website
- www.guideline.com
- Custodians
- BENEFIT TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans96.83%
- Other3.17%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gusto Investment Services, LLC is an SEC-registered limited liability company (registered in 2015) that operates as an institutional registered investment adviser. The firm is owned by a domestic entity/individual and charges fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator.
Assets & Accounts
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 Funds99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Qian Liu
Chief Data OfficerCRD 5562584
Elizabeth Mastrobattisto
Chief Compliance OfficerCRD 5667446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 525 20th St
- Time zone
- PT (UTC-8)
- Office locations
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