Overview
Assets Under Management: $198 million
Headquarters: NORTH ATTLEBORO, MA
High-Net-Worth Clients: 75
Average Client Assets: $1.8 million
Frequently Asked Questions
CONSTANT GUIDANCE FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172612), CONSTANT GUIDANCE FINANCIAL, LLC is subject to fiduciary duty under federal law.
CONSTANT GUIDANCE FINANCIAL, LLC is headquartered in NORTH ATTLEBORO, MA.
CONSTANT GUIDANCE FINANCIAL, LLC serves 75 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, CONSTANT GUIDANCE FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CONSTANT GUIDANCE FINANCIAL, LLC manages $198 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, CONSTANT GUIDANCE FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.22%
Average Client Assets: $1.8 million
Total Client Accounts: 631
Discretionary Accounts: 631
Regulatory Filings
CRD Number: 172612
Filing ID: 2069421
Last Filing Date: 2026-03-11 08:50:33