CONSTANT GUIDANCE FINANCIAL, LLC

1 North Ave
North Attleboro, Massachusetts 02763
Tel: 508-207-8049

About CONSTANT GUIDANCE FINANCIAL, LLC

CONSTANT GUIDANCE FINANCIAL, LLC, formally registered with the SEC as CONSTANT GUIDANCE FINANCIAL, LLC. The firm was established in 06/08/2023. They have over 1 offices throughout the country.

CONSTANT GUIDANCE FINANCIAL, LLC is a North Attleboro, Massachusetts based Financial Planning firm with nearly $128,146,765 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172612
SEC#	801-128132
Assets Managed by Firm	$128,146,765
No. of Clients	565
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	565	$128,146,765
Individuals (other than high net worth individuals)	179	$46,237,812
High net worth individuals	64	$78,788,877
Corporations or other businesses	1	$3,120,076

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