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GUERNSEY FINANCIAL, LLC
CRD 299037
6704 PLANTATION RD SUITE A, PENSACOLA, FL, 32504, United States
Phone
(850) 476-3491
Fax
(850) 474-4772
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningSelection of other advisersPORTFOLIO ANALYSIS (MRI) SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $0 |
| High net worth individuals | 59 | $0 |
| Insurance companies | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD