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GUIDEWAY FINANCIAL, LLC

CRD 168317

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$69.4M

Discretionary AUM

$66.1M

Team

2 total employees; 2 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsTAX PLANNING AND PREPARATION

Client types

TypeClientsAUM
Individuals8$3.9M
High net worth individuals38$63.8M

All web addresses on file

Official SEC filing: View on IAPD