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| Guided Choice Asset Management Inc
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|
|---|---|
| CRD # | 112674 |
| SEC # | 801-61922 |
| CIK # | |
| AUM | $6.1 BB (2023-03-28) |
| Employees | 26 (19% Investors, 0% Brokers) |
| Phone | 888-675-4532 |
| Address | 200 S Virginia Street Reno, NV 89501 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77,514 | 0.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28,929 | 5.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 106,443 | 6.1 |
| By Discretionary | ||
| Discretionary | 106,443 | 6.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 106,443 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 106,443 | 6.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Wealth Advisors Group LLC
✚
|
KS | 6.3 |
|
Orgel Wealth Management LLC
✚
|
WI | 6.3 |
|
Pentegra Investors Inc
✚
|
NY | 6.2 |
|
RPA Financial LLC
✚
|
CA | 6.2 |
|
Coho Partners Ltd
✚
|
PA | 6.2 |
|
Summit Financial LLC
✚
|
NJ | 6.2 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 6.1 |
|
Greenspring Advisors LLC
✚
|
MD | 6.0 |
|
Independent Financial Group LLC
✚
|
CA | 6.0 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 |