GUIDANCE POINT RETIREMENT SERVICES, LLC

PORTLAND, Maine·3 registered advisors·CRD# 161000
SEC# 801-731843207-358-3099
01

Firm Overview

AUM
$64M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at GUIDANCE POINT RETIREMENT SERVICES, LLC

3 registered advisors
Andrew Jay Walker
PORTLAND, Maine
Benjamin James Smith
PORTLAND, Maine
Wesley Austin Delcol
PORTLAND, Maine
05

Office Locations

PORTLAND, Maine
3 advisors

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Data sourced from SEC Form ADV filings. GUIDANCE POINT RETIREMENT SERVICES, LLC (CRD# 161000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.