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| Happy Holidays!! thanks for using AUM13F!! |
| Guidance Investment Advisors LLC
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| CRD # | 154644 |
| SEC # | 801-71735 |
| CIK # | |
| AUM | $307.6 M (2025-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 574-333-2083 |
| Address | 3140 Windsor Court Elkhart, IN 46514 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 56.1 |
| (b) Individuals (high net worth individuals) | 7 | 36.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 209.2 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 307.6 |
| By Discretionary | ||
| Discretionary | 406 | 307.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 307.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 307.5 | |
| Total | 406 | 307.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarion Wealth Management Partners LLC
✚
|
VA | 0.3 |
|
Naples Asset Management Co LLC
✚
|
NC | 0.3 |
|
Foresight Capital Management Advisors Inc
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|
MI | 0.3 |
|
Archer Investment Management LLC
✚
|
0.3 | |
|
The Stolper Company LLC
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|
OK | 0.3 |
|
Envision Financial Transparency LLC
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|
0.3 | |
|
Keystone Financial Services
✚
|
CO | 0.3 |
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |