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Building 2GUIDANCE POINT ADVISORS, LLC

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Phone617-869-6653
NotebookSEC #801-77258
Total AUM
$558.3M
Employees
5
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
617-869-6653
Other Offices
3

ReceiptFinancials

Total AUM
$558.3M
Accounts
701
Discretionary
$558.3M
Accounts
701
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$63.2M
HNW Individual Clients
90
AUM
$494.1M
Other Clients
3
AUM
$950.8K
Description of Other Clients
UNINCORPORATED ASSOCIATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CAFLMAMENCNHNYTX

HandshakeAffiliates

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

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