Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
GUIDEDMONEY, 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 #310559), GUIDEDMONEY, LLC is subject to fiduciary duty under federal law.
GUIDEDMONEY, LLC serves 53 high-net-worth clients according to their SEC filing dated April 03, 2024. View client details ↓
According to their SEC Form ADV, GUIDEDMONEY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GUIDEDMONEY, LLC manages $150 million in client assets according to their SEC filing dated April 03, 2024.
According to their SEC Form ADV, GUIDEDMONEY, 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: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 276
Discretionary Accounts: 237
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 310559
Last Filing Date: 2024-04-03 00:00:00
Website: https://directfinancialcare.com