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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Constant Guidance Financial LLC
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| CRD # | 172612 |
| SEC # | 801-128132 |
| CIK # | 0001995383 |
| AUM | $165.2 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 508-207-8049 |
| Address | 1 North Ave North Attleboro, MA 02763 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PNC Financial Services Group Inc | 4.2 | ||
| Netflix Inc | 3.7 | ||
| Ace Ltd | 3.2 | ||
| Apple Inc | 3.2 | ||
| Walt Disney Co | 3.2 | ||
| Amazon Com Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Citizens Financial Group Inc/Ri | 2.3 | ||
| Microsoft Corp | 2.2 | ||
| UnitedHealth Group Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 182 | 59.4 |
| (b) Individuals (high net worth individuals) | 63 | 102.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 165.2 |
| By Discretionary | ||
| Discretionary | 598 | 165.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 598 | 165.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001995383] |
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