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| Guideline Inc
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|
|---|---|
| CRD # | 281515 |
| SEC # | 801-106732 |
| CIK # | |
| AUM | $11.7 BB (2024-07-01) |
| Employees | 380 (1% Investors, 0% Brokers) |
| Phone | 888-228-3491 |
| Address | 1412 Chapin Avenue Burlingame, CA 94010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50,514 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 26,726 | 0.1 |
| Total | 644,684 | 11.7 |
| By Discretionary | ||
| Discretionary | 570,119 | 8.6 |
| Non-Discretionary | 74,565 | 3.1 |
| Total | 644,684 | 11.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.7 | |
| Total | 644,684 | 11.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Glenmede Investment Management LP
✚
|
PA | 12.0 |
|
Morningstar Investment Services LLC
✚
|
IL | 12.0 |
|
Westwood Management Corp
✚
|
TX | 11.9 |
|
Cooke & Bieler LP
✚
|
PA | 11.8 |
|
Polaris Capital Management LLC
✚
|
MA | 11.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
|
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 11.6 |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 11.4 |