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GUILD INVESTMENT MANAGEMENT, INC.
CRD 108390 · SEC 801-56863
31225 LA BAYA DRIVE, SUITE 214, WESTLAKE VILLAGE, CA, 91362, United States
Phone
310-826-8600
Fax
310-826-8611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.2M
Discretionary AUM
$185.2M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Subscription fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.9M |
| High net worth individuals | 60 | $175.4M |
| Pension/profit sharing plans | 1 | $146K |
| Charitable organizations | 1 | $762K |
States served
AZ, CA, NM, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD