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Building 2GUIDANCE POINT RETIREMENT SERVICES, LLC

Map pinPORTLAND, ME
Phone207-358-3099
NotebookSEC #801-73184
Total AUM
$88.2M
Employees
8
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 COMMERCIAL STREET
SUITE 301
PORTLAND
ME 04101
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
207-358-3099
Other Offices
3

ReceiptFinancials

Total AUM
$88.2M
Accounts
8
Discretionary
$88.2M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
2
AUM
$6M
Charitable Organization Clients
2
AUM
$54.9M
Corporation or Business Clients
3
AUM
$27.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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