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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