Guthoff Financial Consultants, Inc. (Bloomington)

Name: Guthoff Financial Consultants, Inc.
Address: 2710 E. Lincoln, Bloomington, IL, 61704
Telephone: 309-662-4356

Guthoff Financial Consultants, Inc. is an adviser based in Bloomington. It manages $56.59 million of regulatory assets for 294 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.

Guthoff Financial Consultants provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Guthoff Financial Consultants: assets under management

The assets under management (AUM) of Guthoff Financial Consultants, Inc. is $56.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Guthoff Financial Consultants, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Guthoff Financial Consultants, Inc.

Richard Anthony Mehall has been acting as President since 1 Jan 2006. Catherine Lynne Allen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Ray Guthoff	President, director	1 Nov 1985	75% - 100%	4601982
Catherine Lynne Allen	Chief compliance officer	1 Sep 2004	Other	4602331
Richard Anthony Mehall	President	1 Jan 2006	50% - 75%	4602329

Based in Bloomington

The principal office where Guthoff Financial Consultants, Inc. performs its advisory services is located at 2710 E. Lincoln, Bloomington, IL 61704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 309-662-4356 or by fax 309-663-7166. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at none.