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Constant Guidance Financial, LLC

● SEC registered since 2023CRD 172612SEC# 801-128132North Attleboro, MA
Export (members)
Reg. AUM
$198M
Employees
1
Accounts
631
Location
North Attleboro, MA

Constant Guidance Financial, LLC assets under management

Constant Guidance Financial, LLC is an SEC-registered investment adviser based in North Attleboro, MA. The firm has been registered since 2023. It reports $198 million in regulatory assets under management and employs 1 people.

Constant Guidance Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mitchell Zides ControlManaging Partner And CcoOver 75%2014

Frequently asked questions

How much does Constant Guidance Financial, LLC manage?

Constant Guidance Financial, LLC reports $198 million in regulatory assets under management on its Form ADV.

How many employees does Constant Guidance Financial, LLC have?

Constant Guidance Financial, LLC reports 1 employees.

Where is Constant Guidance Financial, LLC located?

Constant Guidance Financial, LLC is based in North Attleboro, MA and has been SEC-registered since 2023.

Does Constant Guidance Financial, LLC disclose fund performance?

Constant Guidance Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 North Ave, North Attleboro, MA 02763
Phone508-207-8049
Fax508-207-8049
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK1995383
Discloses disciplinary historyNo

Regulatory AUM

$198M▲ 20%
Mar '25 — $165.2MApr '25 — $165.2MMay '25 — $165.2MJun '25 — $165.2MJul '25 — $165.2MAug '25 — $165.2MSep '25 — $165.2MOct '25 — $165.2MNov '25 — $165.2MDec '25 — $165.2MJan '26 — $165.2MFeb '26 — $165.2MMar '26 — $198MApr '26 — $198MMay '26 — $198MJun '26 — $198M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$198Mregulatory AUM
Discretionary $198M