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| Guidestone Advisors LLC
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| |
|---|---|
| CRD # | 149624 |
| SEC # | 801-70177 |
| CIK # | |
| AUM | $1.3 BB (2024-05-30) |
| Employees | 26 (65% Investors, 81% Brokers) |
| Phone | 214-720-6486 |
| Address | 5005 LBJ Freeway Dallas, TX 75244-6152 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,159 | 652.7 |
| (b) Individuals (high net worth individuals) | 430 | 640.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,746 | 1,292.8 |
| By Discretionary | ||
| Discretionary | 3,746 | 1,292.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,746 | 1,292.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,291.5 | |
| Total | 3,746 | 1,292.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MT Asset Management LLC
✚
|
NJ | 1.3 |
|
Waterloo Capital LP
✚
|
TX | 1.3 |
|
Valley National Advisers Inc
✚
|
PA | 1.3 |
|
WBH Advisory Inc
✚
|
MD | 1.3 |
|
CornerStone Wealth Group LLC
✚
|
NC | 1.3 |
|
CornerStone Capital Inc
✚
|
CA | 1.3 |
|
Continuum Advisory LLC
✚
|
ID | 1.3 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.3 |
|
Raffa Wealth Management LLC
✚
|
DC | 1.3 |
|
J Stern & Co LLP
✚
|
1.3 |