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Home > Retirement Planners > michigan > spring arbor > GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC.
8050 Spring Arbor Road
Spring Arbor, Michigan 49283
Tel: (517) 750-2727
About GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC, formally registered with the SEC as GUIDESTREAM FINANCIAL, INC. The firm was established in 08/24/2009. They have over 7 offices throughout the country.
GUIDESTREAM FINANCIAL, INC. is a Spring Arbor, Michigan based Financial Planning firm with nearly $202,939,358 assets under management, offering retirement planning & investment advisory services to 1584 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150890 |
| SEC# | 801-70418 |
| Assets Managed by Firm | $202,939,358 |
| No. of Clients | 1584 |
| No. of Advisors | 8 |
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 | 1584 | $202,939,358 |
| Individuals (other than high net worth individuals) | 752 | $109,967,898 |
| High net worth individuals | 24 | $41,670,066 |
| Charitable organizations | 19 | $51,301,394 |
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