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GUIDANCE POINT RETIREMENT SERVICES, LLC
Tel: 207-358-3099
136 Commercial Street Suite 301
Portland, Maine 04101
GUIDANCE POINT RETIREMENT SERVICES, LLC
GUIDANCE POINT RETIREMENT SERVICES, LLC is a Portland, Maine based financial advisory firm with nearly $64,263,884 in assets under management and provides investment advisory services for 8 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
161000
SEC#:
801-73184
No. of Clients:
8
Assets under Management
$64,263,884
No. of Advisors:
5
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