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https://www.guidancepointllc.com/
Our Client Assets 316,202,716 The above number is representative of Guidance Point Advisors' Assets Under Management (AUM). AUM is the total market value of assets for which Guidance Point Advisors provides continuous and regular supervisory or management services. The AUM number was calculated on …
https://whalewisdom.com/filer/guidance-point-advisors-llc
Guidance Point Advisors is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $316,202,716 (Form ADV from 2021-05-06). Their last reported 13F filing for Q3 2021 included $274,001,000 in managed 13F securities and a top 10 holdings concentration of 64.58%. Guidance Point Advisors's largest holding is ...
http://www.guidancepointrs.com/
The amount reflected includes $1,296,937,959 in client retirement plan assets to which Guidance Point Retirement Services provides pension consulting services, as well as $77,449,096 of assets for which Guidance Point Retirement Services provides continuous and regular supervisory or management services. These numbers are as of December 31 ...
https://www.linkedin.com/company/guidance-point-advisors
Guidance Point Advisors, LLC. | 174 followers on LinkedIn. We help you align your financial assets to your life goals - giving you confidence in your life's financial decisions. | Headquartered in ...
https://blog.guidancepointllc.com/
The Retirement Success in Maine Podcast Ep 053: The State of the State of Aging in Maine. Benjamin Smith, CFA 02 November 2021. Executive Summary. For a while, our team has been looking for a guest that can speak to the relationship between the State of Maine and our aging population.
https://investor.com/rias/guidance-point-advisors-148768
Guidance Point Advisors, registered in 2012, serves 8 state(s) with a licensed staff of 6 advisors. Guidance Point Advisors manages $316.2 million and provides investment advisory services for 193 clients (1:33 advisor/client ratio).
http://www.guidancepointrs.com/who-we-are/
Portland, ME 04101. [email protected]. 207-358-3099 ext. 301. With over 30 years of experience in the retirement services industry, A.J. founded Guidance Point Retirement Services, LLC to provide truly unbiased retirement plan and investment consulting services. A.J. has worked in nearly all aspects of the retirement services ...
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