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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
Wolfstich Capital LLC
✚
|
MA | 0.1 |
SAFS LLC
✚
|
PA | 0.1 |
GBM Wealth Management Inc
✚
|
TX | 0.1 |
Collier Financial Inc
✚
|
CO | 0.1 |
Breakwater Capital LLC
✚
|
MI | 0.1 |
Thrive Retirement Specialists LLC
✚
|
MI | 0.1 |
AEM Asset Management LLC
✚
|
NY | 0.1 |
High Point Wealth Management LLC
✚
|
NJ | 0.1 |
Steady Returns LLC
✚
|
FL | 0.1 |