GUIDANCE INVESTMENT ADVISORS, LLC

3140 Windsor Court
Elkhart, Indiana 46514
Tel: 574-333-2083

About GUIDANCE INVESTMENT ADVISORS, LLC

GUIDANCE INVESTMENT ADVISORS, LLC, formally registered with the SEC as GUIDANCE INVESTMENT ADVISORS, LLC. The firm was established in 08/27/2010. They have over 1 offices throughout the country.

GUIDANCE INVESTMENT ADVISORS, LLC is a Elkhart, Indiana based Financial Planning firm with nearly $272,235,367 assets under management, offering retirement planning & investment advisory services to 414 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154644
SEC#	801-71735
Assets Managed by Firm	$272,235,367
No. of Clients	414
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	414	$272,235,367
Individuals (other than high net worth individuals)	255	$56,921,001
High net worth individuals	7	$34,587,707
Pension and profit sharing plans	14	$175,139,974
Charitable organizations	Fewer than 5 clients	$5,586,685

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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
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