Overview
Assets Under Management: $272 million
Headquarters: ELKHART, IN
High-Net-Worth Clients: 7
Average Client Assets: $4.9 million
Frequently Asked Questions
GUIDANCE INVESTMENT ADVISORS, 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 #154644), GUIDANCE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
GUIDANCE INVESTMENT ADVISORS, LLC is headquartered in ELKHART, IN.
GUIDANCE INVESTMENT ADVISORS, LLC serves 7 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, GUIDANCE INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
GUIDANCE INVESTMENT ADVISORS, LLC manages $272 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, GUIDANCE INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.71%
Average Client Assets: $4.9 million
Total Client Accounts: 414
Discretionary Accounts: 414
Regulatory Filings
CRD Number: 154644
Filing ID: 1840303
Last Filing Date: 2024-03-22 10:10:00