Guided Choice Asset Management Inc

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Assets, Funds, Holdings

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Guided Choice Asset Management Inc
CRD #112674
SEC #801-61922
CIK #0000112674
AUM $6.6 BB (2024-03-25)
Employees 28 (18% Investors, 0% Brokers)
Phone888-675-4532
Address200 S Virginia Street
Reno, NV 89501
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
2016128402001200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 72,339 0.8
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 27,230 5.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 99,569 6.6
By Discretionary
Discretionary 99,569 6.6
Non-Discretionary 0 0.0
Total 99,569 6.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.6
Total 99,569 6.6
Comparable Firms State AUM ($BB)
Advisory Services Network LLC
GA 6.8
Independent Financial Group LLC
CA 6.8
Clarkston Capital Partners LLC
MI 6.7
Nicholas Hoffman & Company LLC
GA 6.7
Heck Capital Advisors LLC
WI 6.7
Saturna Capital Corporation
WA 6.6
Global Alpha Capital Management Ltd
6.5
Plancorp LLC
MO 6.5
Axxcess Wealth Management LLC
CA 6.5
East End Advisors LLC
NY 6.5
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