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GUIDESTONE ADVISORS
5005 Lbj Freeway
Ste. 2200
Dallas, Texas 75244-6152
Tel: 214-720-6486
About GUIDESTONE ADVISORS
GUIDESTONE ADVISORS, formally registered with the SEC as GUIDESTONE ADVISORS. The firm was established in 06/01/2009. They have over 1 offices throughout the country.
GUIDESTONE ADVISORS is a Dallas, Texas based Financial Planning firm with nearly $1,292,773,676 assets under management, offering retirement planning & investment advisory services to 3746 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149624 |
| SEC# | 801-70177 |
| Assets Managed by Firm | $1,292,773,676 |
| No. of Clients | 3746 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3746 | $1,292,773,676 |
| Individuals (other than high net worth individuals) | 1159 | $652,684,856 |
| High net worth individuals | 430 | $640,088,820 |
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