FINANCIAL GUIDANCE GROUP, LLC
Firm details
- Headquarters
- SYLVESTER, Georgia
- CRD number
- 151772
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals82.5%
- HNWI17.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Guidance Group, LLC operates as an independent registered investment advisor (RIA) with a focus on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While it does not classify itself as a capital allocator, it does engage in investment activities that include a diverse range of financial products. The firm caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM) and hourly charges.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents39%
- Non-Exchange Traded Equities31%
- Exchange Traded Equities20%
- US Government Bonds10%
Contacts
1 of 1RONALD HUDSON
Registered RepresentativeCRD 2956327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SYLVESTER, GA
WORTH
Location
SYLVESTER, GA
Headquartered in SYLVESTER, GA, in the South of the United States.
- Region
- South
- County
- WORTH
- Address
- 111 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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