CONSTANT GUIDANCE FINANCIAL, LLC
Firm details
- Headquarters
- NORTH ATTLEBORO, Massachusetts
- CRD number
- 172612
- Registered since
- June 8, 2023
- Website
- www.cgfadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.22%
- Individuals29.12%
- Corporations / Businesses1.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Constant Guidance Financial, LLC is an independent registered investment adviser that began SEC registration in 2023 and is organized as an LLC owned by an individual. The firm serves both individual and family clients as well as institutional investors, focusing its advisory practice on financial planning and portfolio management for individuals and small businesses. Its billing is flexible, including percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser does not position itself as a capital allocator, is not an active ESG investor, and does not advertise pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds31%
- US Government Bonds21%
- Derivatives2%
- Cash & Cash Equivalents1%
Contacts
1 of 1MITCHELL ZIDES
President & Senior Wealth AdvisorCRD 2971097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$111M in ETFs
98%
$109M
1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.9M | 44,451 | 26.04% |
Location
NORTH ATTLEBORO, MA
BRISTOL
Location
NORTH ATTLEBORO, MA
Headquartered in NORTH ATTLEBORO, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 1 North Ave
- Time zone
- ET (UTC-5)
- Office locations
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