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Building 2CONSTANT GUIDANCE FINANCIAL, LLC

Map pinNORTH ATTLEBORO, MA
Phone508-207-8049
NotebookSEC #801-128132
Total AUM
$198M
Employees
1
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH AVE
NORTH ATTLEBORO
MA 02763
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
508-207-8049

ReceiptFinancials

Total AUM
$198M
Accounts
631
Discretionary
$198M
Accounts
631
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
164
AUM
$57.7M
HNW Individual Clients
75
AUM
$137M
Corporation or Business Clients
1
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHRI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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