GUIDANCE WEALTH ADVISORS LLC
Firm details
- Headquarters
- LEBANON, New Jersey
- CRD number
- 321248
- Website
- guidancewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.56%
- HNWI44.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guidance Wealth Advisors LLC is an independent, limited-liability registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business clients, and it also performs selection of other advisers when needed. Its fees are a mix of percentage-of-assets and fixed-fee arrangements. FINTRX flags the firm as a capital allocator rather than a purely discretionary stock-picker, and it reports an affiliation with an insurance company. Guidance Wealth Advisors does not identify as an active ESG investor and is not listed as a multistate or newly formed adviser.
Assets & Accounts
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
- Private Funds51%
- Public Funds/Mutual Funds33%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- Derivatives4%
Owners & executives
1 of 1NICK GUIDA
Founder & CEOCRD 6382447
Contacts
1 of 1Samantha Baghal
Client Service AssistantCRD 8190040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEBANON, NJ
HUNTERDON
Location
LEBANON, NJ
Headquartered in LEBANON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- HUNTERDON
- Address
- 1225 State Route 31
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
REDFIELD, BLONSKY & STARINSKY, LLC
RIAWESTFIELD, NJ
ROCKDALE FINANCIAL SERVICES, INC.
RIAEATONTOWN, NJ
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
RIAPRINCETON, NJ
S SQUARED RETIREMENT SOLUTIONS LLC
RIAMONTVILLE, NJ
KIELY CAPITAL MANAGEMENT, INC.
RIAMORRISTOWN, NJ
THE PRIVATE CLIENT ADVISORY GROUP, LLC
RIAMANASQUAN, NJ