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GUIDANCE POINT RETIREMENT SERVICES, LLC

Tel: 207-358-3099
136 Commercial Street
Suite 301
Portland, Maine  04101

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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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