Guidestream Financial, Inc.

RIASEC Registered

Total AUM

$263M

Discretionary

$247M

94% of AUM

Avg account

$154K

Accounts

1,710

Employees

Advisory reps

Firm details

Headquarters: Spring Arbor, Michigan
CRD number: 150890
Registered since: August 24, 2009
Website: www.guidestreamfinancial.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.66%
HNWI28.54%
Charitable Organizations20.79%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Guidestream Financial, Inc. is an independent registered investment adviser that has been SEC-registered since 2009. The firm is structured as a corporation with domestic/individual ownership and serves a mix of individual and family clients as well as some institutional accounts. Its advisory focus centers on financial planning and portfolio management for individuals and small businesses. Guidestream charges fees on a percentage-of-assets basis and also offers hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.