EAST GUILFORD FINANCIAL SERVICES LLC

Overview

East Guilford Financial Services LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses its client work on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Compensation is typically via a percentage-of-AUM fee with the option of hourly charges, and the firm also operates as an insurance broker. The adviser does not position itself as an ESG or pension specialist, is not a multi-state adviser, and does not serve as a capital allocator or a related adviser to other entities. The business model centers on wealth-management and planning relationships rather than institutional consulting or large-scale alternative fund sponsorship.

Assets & Accounts

Investments & Alternatives