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GUIDANCE POINT ADVISORS, LLC
CRD 148768 · SEC 801-77258
CA, United States
Phone
617-869-6653
Fax
888-691-2306
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$558.3M
Discretionary AUM
$558.3M
Team
5 total employees; 5 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $63.2M |
| High net worth individuals | 90 | $494.1M |
States served
CA, ME, MA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD