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Building 2GUIDESTREAM FINANCIAL, INC.

Map pinSPRING ARBOR, MI
Phone(517) 750-2727
NotebookSEC #801-70418
Total AUM
$263.5M
Employees
9
Clients
883

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8050 SPRING ARBOR ROAD
SPRING ARBOR
MI 49283
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(517) 750-2727

ReceiptFinancials

Total AUM
$263.5M
Accounts
1,710
Discretionary
$247M
Accounts
1,598
Non-Discretionary
$16.4M
Accounts
112

ContactClients

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Individual Clients
815
AUM
$133.5M
HNW Individual Clients
39
AUM
$75.2M
Charitable Organization Clients
28
AUM
$54.8M
Corporation or Business Clients
1
AUM
$27.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLIAIDILINKSKYLAMAMINCNENYOHORPASCTNTXWAWI

HandshakeAffiliates

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

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