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Building 2GUIDANCE POINT ADVISORS, LLC

Map pinBOSTON, MA
Phone617-869-6653
NotebookSEC #801-69731
Total AUM
$73M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 FRANKLIN STREET
26 FLOOR
BOSTON
MA 02110
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-869-6653

ReceiptFinancials

Total AUM
$73M
Accounts
35
Discretionary
$73M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE-SHARE AGREEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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