Guidestream Financial, Inc.
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
FINTRXOverview
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.
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Mark Olson
President, CIOCRD 4062064
Beth Hall
Chief Financial OfficerCRD 7509330
Joshua Adams
Chief Operating OfficerCRD 4551065
Contacts
3 of 16
Kirk Hoffman
Vice President of Planning ServicesCRD 1615712
William Blakemore
Financial AdvisorCRD 2684446
David Goodnight
ChairmanCRD 5727685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spring Arbor, MI
Jackson
Location
Spring Arbor, MI
Headquartered in Spring Arbor, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Jackson
- Address
- 8050 Spg Arbor Rd
- Time zone
- ET (UTC-5)
- Office locations
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