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| Happy Holidays!! thanks for using AUM13F!! |
| Guideline Investments LLC
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| CRD # | 281515 |
| SEC # | 801-106732 |
| CIK # | |
| AUM | $16.5 B (2025-03-27) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 888-228-3491 |
| Address | 1412 Chapin Avenue Burlingame, CA 94010 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61,815 | 16.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 26,158 | 0.2 |
| Total | 792,653 | 16.5 |
| By Discretionary | ||
| Discretionary | 701,820 | 11.9 |
| Non-Discretionary | 90,833 | 4.6 |
| Total | 792,653 | 16.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.5 | |
| Total | 792,653 | 16.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comprehensive Financial Management LLC
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|
CA | 17.9 |
|
Baker Street Advisors LLC
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|
CA | 17.8 |
|
Letko Brosseau & Associates Inc
✚
|
17.2 | |
|
W1M Investment Management Limited
✚
|
17.1 | |
|
Merganser Capital Management LLC
✚
|
MA | 17.1 |
|
F/m Investments LLC
✚
|
DC | 16.9 |
|
The London Company of Virginia LLC
✚
|
VA | 16.0 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 15.9 |
|
Nationwide Investment Advisors LLC
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|
OH | 15.7 |
|
We Family Offices LLC
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|
FL | 15.4 |