|
⚲
|
| Guidance Point Retirement Services LLC
✚
| |
|---|---|
| CRD # | 161000 |
| SEC # | 801-73184 |
| CIK # | |
| AUM | $64.3 MM (2024-03-02) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 207-358-3099 |
| Address | 136 Commercial Street Portland, ME 04101 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 10.2 |
| (h) Charitable organizations | 1 | 47.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 64.3 |
| By Discretionary | ||
| Discretionary | 8 | 64.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 64.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.3 | |
| Total | 8 | 64.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
VORA Wealth Management PLLC
✚
|
AZ | 0.1 |
|
Bridge Financial Planning LLC
✚
|
0.1 | |
|
Apforia Ltd
✚
|
VA | 0.1 |
|
Castle Rock Investment Company
✚
|
CO | 0.1 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.1 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.1 |