Overview
Assets Under Management: $260 million
Headquarters: PALATINE, IL
High-Net-Worth Clients: 83
Average Client Assets: $2.2 million
Frequently Asked Questions
GUIDANT WEALTH ADVISORS 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 #123383), GUIDANT WEALTH ADVISORS is subject to fiduciary duty under federal law.
GUIDANT WEALTH ADVISORS is headquartered in PALATINE, IL.
GUIDANT WEALTH ADVISORS serves 83 high-net-worth clients according to their SEC filing dated June 26, 2018. View client details ↓
According to their SEC Form ADV, GUIDANT WEALTH ADVISORS offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
GUIDANT WEALTH ADVISORS manages $260 million in client assets according to their SEC filing dated June 26, 2018.
According to their SEC Form ADV, GUIDANT WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.83%
Average Client Assets: $2.2 million
Total Client Accounts: 798
Discretionary Accounts: 798
Regulatory Filings
CRD Number: 123383
Filing ID: 1226197
Last Filing Date: 2018-06-26 11:15:00