Guzhuna Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Guzhuna Asset Management provides discretionary and non-discretionary investment management along with comprehensive financial planning and wealth advisory services to high‑net‑worth individuals, trusts, estates, family offices, and businesses, and also offers retirement planning and business succession consulting. The firm is newly registered and, in its brochure, states it has not yet commenced managing client assets.
The firm combines fundamental, quantitative, and macroeconomic analysis to construct diversified portfolios that may include equities, fixed income, ETFs, private investments, structured products, and derivatives used for hedging or efficient exposure. Guzhuna notes that derivatives may be employed in client portfolios and that it may enter into performance‑based fee arrangements with qualified clients, with policies intended to mitigate related conflicts.
Guzhuna is affiliated with an insurance agency and may recommend insurance products, including annuities, through that affiliate, a relationship the brochure discloses as a potential conflict of interest while noting clients are not required to purchase through the affiliate. The firm also highlights pension and Social Security optimization in its retirement services, indicates it may work with corporate and pension/profit‑sharing plan clients, and offers planning on flat‑fee or hourly bases — characteristics that are less common among comparable investment‑manager firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Social Security optimization
Retirement withdrawal strategies
Business succession planning
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees generally ranging from $2,000 to $25,000 per engagement for financial planning and consulting services
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$350 per hour for financial planning and consulting services
Performance-based fee typically 20% of outperformance relative to benchmark, billed annually in arrears, with client paying reduced management fee
Account minimum: $1,000,000 Fee-only: Financial planning and consulting services flat fee ranging from $2,000 to $25,000 per engagement or hourly fee of $350/hour
Main office location
Guzhuna Asset Management
100 Church Street, Suite 841
New York NY 10007, United States
Number of offices
1
Most active in
Guzhuna Asset Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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YouTube
Website
212-812-2494
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