|
⚲
|
| Guidestone Advisors LLC
✚
|
|
|---|---|
| CRD # | 149624 |
| SEC # | 801-70177 |
| CIK # | |
| AUM | $992.1 MM (2023-03-31) |
| Employees | 26 (65% Investors, 81% Brokers) |
| Phone | 214-720-6486 |
| Address | 5005 LBJ Freeway Dallas, TX 75244-6152 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 993 | 525.7 |
| (b) Individuals (high net worth individuals) | 346 | 466.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,108 | 992.1 |
| By Discretionary | ||
| Discretionary | 3,108 | 992.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,108 | 992.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 991.7 | |
| Total | 3,108 | 992.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delta Financial Group Inc
✚
|
NJ | 1.0 |
|
SBK Financial Inc
✚
|
VA | 1.0 |
|
Karp Capital Management Corporation
✚
|
CA | 1.0 |
|
Kistler-Tiffany Companies LLC
✚
|
PA | 1.0 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.0 |
|
Veriti Management LLC
✚
|
MA | 1.0 |
|
Hottinger & Co Limited
✚
|
1.0 | |
|
CWS Financial Advisors LLC
✚
|
MI | 1.0 |
|
Boston Hill Advisors LLC
✚
|
MA | 1.0 |
|
Legacy Financial Advisors Inc
✚
|
KY | 1.0 |