GUIDANCE INVESTMENT ADVISORS, LLC

ELKHART, Indiana·3 registered advisors·CRD# 154644

SEC# 801-717350574-333-2083

01

Firm Overview

AUM

$272M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GUIDANCE INVESTMENT ADVISORS, LLC

3 registered advisors

Amy Suzanne Mcsorley

ELKHART, Indiana

John Ferrell Mcsorley

ELKHART, Indiana

Maureen Alice Teunissen

ELKHART, Indiana

05

Office Locations

ELKHART, Indiana

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Data sourced from SEC Form ADV filings. GUIDANCE INVESTMENT ADVISORS, LLC (CRD# 154644) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.