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| Guideline Inc
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|
|---|---|
| CRD # | 281515 |
| SEC # | 801-106732 |
| CIK # | |
| AUM | $7.3 BB (2023-03-31) |
| Employees | 317 (1% Investors, 0% Brokers) |
| Phone | 888-228-3491 |
| Address | 1412 Chapin Avenue Burlingame, CA 94010 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27,517 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5,175 | 0.1 |
| Total | 32,692 | 5.9 |
| By Discretionary | ||
| Discretionary | 21,930 | 4.2 |
| Non-Discretionary | 10,762 | 1.7 |
| Total | 32,692 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 32,692 | 5.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
E Trade Capital Management LLC
✚
|
VA | 7.4 |
|
Agincourt Capital Management LLC
✚
|
VA | 7.4 |
|
Crawford Investment Counsel Inc
✚
|
GA | 7.4 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 7.4 |
|
Kornitzer Capital Management Inc
✚
|
KS | 7.3 |
|
Fifth Third Securities Inc
✚
|
OH | 7.3 |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 7.3 |
|
Greenhaven Associates Inc
✚
|
NY | 7.2 |
|
CSM Advisors LLC
✚
|
PA | 7.2 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 7.1 |