1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GUIDANCE INVESTMENT ADVISORS, LLC

Map pinELKHART, IN
Phone574-333-2083
NotebookSEC #801-71735
Total AUM
$307.6M
Employees
5
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3140 WINDSOR COURT
ELKHART
IN 46514
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
574-333-2083

ReceiptFinancials

Total AUM
$307.6M
Accounts
406
Discretionary
$307.6M
Accounts
406
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
248
AUM
$56.1M
HNW Individual Clients
7
AUM
$36.9M
Pension/Profit Sharing Plan Clients
14
AUM
$209.2M
Charitable Organization Clients
1
AUM
$5.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account