Guidance Point Advisors, LLC
● SEC registered since 2012CRD 148768SEC# 801-77258
Reg. AUM
$558.3M
Employees
5
Accounts
701
Location
—
Guidance Point Advisors, LLC assets under management
Guidance Point Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $558.3 million in regulatory assets under management and employs 5 people.
Guidance Point Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jay Walker | Member/Preferred Unit Holder And Principal | 10-25% | 2015 |
| Benjamin James Smith | Member/Preferred Unit Holder And Principal | 10-25% | 2015 |
| Robert Egidio Delcol | Member/Owns Preferred A Shares,non-Voting | 10-25% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Guidance Point Advisors, LLC manage?
Guidance Point Advisors, LLC reports $558.3 million in regulatory assets under management on its Form ADV.
How many employees does Guidance Point Advisors, LLC have?
Guidance Point Advisors, LLC reports 5 employees.
Does Guidance Point Advisors, LLC disclose fund performance?
Guidance Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-869-6653 |
| Fax | 888-691-2306 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$558.3M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$558.3Mregulatory AUM
Discretionary $558.3M