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Building 2GUIDANCE CAPITAL, INC.

Map pinLOUISVILLE, KY
Phone(502) 813-2100
NotebookSEC #801-126764
Total AUM
$449.8M
Employees
10
Clients
759

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 HIGH WICKHAM PLACE
SUITE 200
LOUISVILLE
KY 40245
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(502) 813-2100

ReceiptFinancials

Total AUM
$449.8M
Accounts
2,048
Discretionary
$449.8M
Accounts
2,048
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
650
AUM
$142.4M
HNW Individual Clients
106
AUM
$305.3M
Charitable Organization Clients
3
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYMDMINCOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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