|
⚲
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| Financial Guidance Group Inc
✚
|
|
|---|---|
| CRD # | 108799 |
| SEC # | 801-80958 |
| CIK # | 0001929349 |
| AUM | $288.4 M (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 727-787-7526 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 7.4 | ||
| SPDR Gold Trust | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 73.2 |
| (b) Individuals (high net worth individuals) | 70 | 212.4 |
| (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 | 5 | 2.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 288.4 |
| By Discretionary | ||
| Discretionary | 855 | 288.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 855 | 288.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.4 | |
| Total | 855 | 288.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929349] |
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