GUIDANCE POINT RETIREMENT SERVICES, LLC

136 Commercial Street
Suite 301
Portland, Maine 04101
Tel: 207-358-3099

About GUIDANCE POINT RETIREMENT SERVICES, LLC

GUIDANCE POINT RETIREMENT SERVICES, LLC, formally registered with the SEC as GUIDANCE POINT RETIREMENT SERVICES, LLC. The firm was established in 02/22/2012. They have over 4 offices throughout the country.

GUIDANCE POINT RETIREMENT SERVICES, LLC is a Portland, Maine based Financial Planning firm with nearly $64,263,884 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161000
SEC#	801-73184
Assets Managed by Firm	$64,263,884
No. of Clients	8
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$64,263,884
Pension and profit sharing plans	2	$10,150,937
Charitable organizations	1	$47,576,677
Corporations or other businesses	5	$6,536,270

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