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JG

Janine C. Guenther

PROMUS ADVISORS
Oakville, L6J7T5
Some features on this profile are disabled
CRD#: 7951517
JG

Professional summary


Janine Christina Kim Guenther, who also goes by Janine Guenther, is a registered financial advisor currently at PROMUS ADVISORS .

Janine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Janine has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Janine Guenther

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bellwether Investment Management Inc., investment-related; 1295 Cornwall Road, Unit A3, Oakville, Ontario Canada, L6J7T5; Investment adviser services; Financial Advisor, varied number of hours; advisory activities. University Women's Club of Vancouver, a sisterhood / social club, 1489 McRae Ave, Vancouver, BC V6H1V1, Finance Committee member at large since 2018, 3 hours per month none during trading hours, advisory capacity only, they are not a client. CMT Association, Board Member (voting rights), 115 Broadway, FI. New York, NY 10006 USA, Effective July 1, 2025, 3 hours per week, no conflict of interest.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Janine Christina Kim Guenther's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 10, 2024 - Present

PROMUS ADVISORS

Office #1: 1295 Cornwall Road Unit A3, Oakville, L6J7T5
RIA
CRD#: 157484
Oakville,

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PROMUS ADVISORS
PROMUS ADVISORS | PROMUS ASSET MANAGEMENT, LLC

CRD#: 157484 / SEC#: 801-80941

RIA
Registered Investment Advisory firm - (2/5/2015 Approved)
Texas
Registered Investment Advisory firm - (2/5/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/10/2024)

Exams


Current Firm


PA
PROMUS ADVISORS
PROMUS ADVISORS | PROMUS ASSET MANAGEMENT, LLC

CRD#: 157484 / SEC#: 801-80941

RIA
Registered Investment Advisory firm - (2/5/2015 Approved)
Texas
Registered Investment Advisory firm - (2/5/2015 Terminated)
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Contact information


Main Address
8226 Douglas Avenue Suite 650, Dallas, TX 75225
Mailing Address
Phone number
(214) 612-5750
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROMUSADVISORS_2ADISCLOSURE_03202025 (3/20/2025)

Regulatory assets under management


Total Number of Accounts271
AUM (Assets Under Management)$ 415,008,379

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PROMUS ADVISORS

CRD#: 157484Oakville, L6J7T5

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