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Building 2FINANCIAL GUIDANCE GROUP, INC.

Map pin
Phone727-787-7526
NotebookSEC #801-80958
Total AUM
$288.4M
Employees
5
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
727-787-7526
Other Offices
1

ReceiptFinancials

Total AUM
$288.4M
Accounts
855
Discretionary
$288.4M
Accounts
855
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$73.2M
HNW Individual Clients
70
AUM
$212.4M
Pension/Profit Sharing Plan Clients
5
AUM
$2.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTNTX

HandshakeAffiliates

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

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