GUIDANCE POINT RETIREMENT SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $88.2M |
| Discretionary | $88.2M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $11.0M |
| Employees | 8 |
| Peak AUM | $351.8MMar 2013 |
AUM by Client Type
Total AUM
$88M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $88M | +40.3% | +11.4% | +2.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $88.2M |
| Discretionary | $88.2M |
| Employees | 8 |
| Client Accounts | 8 |
| Client Range | 0 |
Contact & Location
Address
136 COMMERCIAL STREET
PORTLAND ME 04101
Phone
207-358-3099
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$88M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser