|
⚲
|
| Planguide Financial LLC
✚
|
|
|---|---|
| CRD # | 329089 |
| SEC # | 801-135492 |
| CIK # | |
| AUM | $277.2 M (2026-06-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 775-379-9729 |
| Address | 180 State Street, Suite 225 Southlake, TX 76092 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 277.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 277.2 |
| By Discretionary | ||
| Discretionary | 1 | 50.6 |
| Non-Discretionary | 8 | 226.7 |
| Total | 9 | 277.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.2 | |
| Total | 9 | 277.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Macco Financial Group Inc
✚
|
WI | 0.3 |
|
Oasis Advisors LLC
✚
|
IA | 0.3 |
|
Universal Financial Advisors LLC
✚
|
MO | 0.3 |
|
HBE Wealth Management LLC
✚
|
NE | 0.3 |
|
Kilter Group LLC
✚
|
0.3 | |
|
Delta Capital Management LLC
✚
|
NJ | 0.3 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.3 |
|
Milestone Investments Inc
✚
|
NC | 0.3 |
|
The Retirement GUYS Formula LLC
✚
|
OH | 0.3 |
|
Walleye Partners LLC
✚
|
WI | 0.3 |