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GUIDELINE, INC.
GUIDELINE, INC.
BURLINGAME, California
·
4 registered advisors
·
CRD# 281515
SEC# 801-106732
1
(888) 228-3491
01
Firm Overview
AUM
$11.7B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at GUIDELINE, INC.
4 registered advisors
Carol Ho
SOLANA BEACH, California
CRD# 6565419
Elizabeth Anne Mastrobattisto
BURLINGAME, California
CRD# 5667446
Jeff Darin Rosenberger
BURLINGAME, California
CRD# 4018505
Qian Liu
BURLINGAME, California
CFA
CRD# 5562584
05
Office Locations
BURLINGAME, California
3 advisors
SOLANA BEACH, California
1 advisor
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Data sourced from SEC Form ADV filings. GUIDELINE, INC. (CRD# 281515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.