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GURUFOCUS INVESTMENTS, LLC
CRD 316414 · SEC 801-122727
1309 W. 15ST, #370, PLANO, TX, 75072, United States
Phone
972-379-7896
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$35.8M
Discretionary AUM
$35.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $35.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD