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Home > Retirement Planners > kentucky > louisville > GUIDANCE CAPITAL, INC.
GUIDANCE CAPITAL, INC.
2020 High Wickham Place
Suite 200
Louisville, Kentucky 40245
Tel: (502) 813-2100
About GUIDANCE CAPITAL, INC.
GUIDANCE CAPITAL, INC, formally registered with the SEC as GUIDANCE CAPITAL, INC. The firm was established in 10/21/2022. They have over 1 offices throughout the country.
GUIDANCE CAPITAL, INC. is a Louisville, Kentucky based Financial Planning firm with nearly $384,153,124 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323541 |
| SEC# | 801-126764 |
| Assets Managed by Firm | $384,153,124 |
| No. of Clients | 572 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 572 | $384,153,124 |
| Individuals (other than high net worth individuals) | 530 | $237,140,607 |
| High net worth individuals | 26 | $118,620,629 |
| Charitable organizations | 9 | $6,507,474 |
| Corporations or other businesses | 7 | $21,884,414 |
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