Overview
Assets Under Management: $492 million
High-Net-Worth Clients: 71
Average Client Assets: $6 million
Frequently Asked Questions
GUIDANCE POINT 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 #148768), GUIDANCE POINT ADVISORS, LLC is subject to fiduciary duty under federal law.
GUIDANCE POINT ADVISORS, LLC serves 71 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, GUIDANCE POINT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GUIDANCE POINT ADVISORS, LLC manages $492 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, GUIDANCE POINT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.37
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 680
Discretionary Accounts: 680
Regulatory Filings
CRD Number: 148768
Last Filing Date: 2025-02-11 00:00:00
Website: https://guidancepointllc.com