Constant Guidance Financial LLC

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Assets, Funds, Holdings

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Constant Guidance Financial LLC
CRD #172612
SEC #801-128132
CIK #0001995383
AUM $128.1 MM (2024-03-28)
Employees 1 (100% Investors, 0% Brokers)
Phone508-207-8049
Address1 North Ave
North Attleboro, MA 02763
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
13010478522602009201420192025
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 ($MM)
1108866442202021202220232025
AUM Breakdown Accounts AUM ($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)
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NC 0.1
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MA 0.1
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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
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High Point Wealth Management LLC
NJ 0.1
Steady Returns LLC
FL 0.1
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