WESTLAKE VILLAGE, CACRD 108390Latest ADV March 26, 2026
Guild Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 26, 2026, reports $185M in regulatory assets under management, 4 employees, and 211 accounts.
Assets Under Management
$185M
Employees
4
Offices
--
Total Clients
90
Primary office
WESTLAKE VILLAGE, CA
31225 LA BAYA DRIVE, SUITE 214, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
60
2
Individuals
31.1%
28
3
Pension Plans
1.1%
1
4
Charitable
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 26, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$185M
Total Accounts211
10Y AUM Change+$25M (+15.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.