Overview
Assets Under Management: $492 million
High-Net-Worth Clients: 71
Average Client Assets: $6 million
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