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CONSTANT GUIDANCE FINANCIAL, LLC

CRD 172612 · SEC 801-128132

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1 NORTH AVE, NORTH ATTLEBORO, MA, 02763, United States

Phone

508-207-8049

Fax

508-207-8049

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.0M

Discretionary AUM

$198.0M

Team

1 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals164$57.7M
High net worth individuals75$137.0M
Corporations/business entities1$3.3M

States served

MA, RI, NH

All web addresses on file

Official SEC filing: View on IAPD