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GUARANTY PRIVATE WEALTH
GUARANTY PRIVATE WEALTH, LLC
CRD 306385
405 W PARKWAY PL, RIDGELAND, MS, 39157, United States
Phone
601-605-7070
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.4M
Discretionary AUM
$81.4M
Team
4 total employees; 3 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.5M |
| High net worth individuals | 22 | $61.6M |
| Corporations/business entities | 4 | $15.3M |
All web addresses on file
Official SEC filing: View on IAPD