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| Constant Guidance Financial LLC
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| |
|---|---|
| CRD # | 172612 |
| SEC # | 801-128132 |
| CIK # | 0001995383 |
| AUM | $128.1 MM (2024-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 508-207-8049 |
| Address | 1 North Ave North Attleboro, MA 02763 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.2 | |
| AMZN | 1,092,997.8 | 2.6 | |
| MSFT | 1,918,222.4 | 2.4 | |
| C | 91,678.1 | 2.3 | |
| BAC | 278,315.2 | 2.2 | |
| NFLX | 79,791.6 | 1.3 | |
| META | 434,852.0 | 1.1 | |
| HD | 277,648.0 | 1.1 | |
| GOOGL | 1,475,138.5 | 0.9 | |
| XOM | 385,508.3 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 46.2 |
| (b) Individuals (high net worth individuals) | 64 | 78.8 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 565 | 128.1 |
| By Discretionary | ||
| Discretionary | 565 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 565 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 565 | 128.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001995383] |
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|---|---|---|
|
Pinafore Wealth Counsel Inc
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|
NC | 0.1 |
|
Wolfstich Capital LLC
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MA | 0.1 |
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PA | 0.1 |
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TX | 0.1 |
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CO | 0.1 |
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Breakwater Capital LLC
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MI | 0.1 |
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MI | 0.1 |
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AEM Asset Management LLC
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NY | 0.1 |
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High Point Wealth Management LLC
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NJ | 0.1 |
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FL | 0.1 |