Guidestream Financial, Inc.
● SEC registered since 2009CRD 150890SEC# 801-70418Spring Arbor, MI
Reg. AUM
$263.5M
Employees
9
Accounts
1,710
Location
Spring Arbor, MI
Guidestream Financial, Inc. assets under management
Guidestream Financial, Inc. operates as an SEC-registered investment adviser based in Spring Arbor, MI. The firm has been registered since 2009. It reports $263.5 million in regulatory assets under management and employs 9 people.
Guidestream Financial, Inc. owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea L. Sheilds Control | Director | Under 5% | 2021 |
| Beth Marie Hall Control | Chief Financial Officer | Under 5% | 2022 |
| Bradley W. Button Control | Director | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Guidestream Financial, Inc. manage?
Guidestream Financial, Inc. reports $263.5 million in regulatory assets under management on its Form ADV.
How many employees does Guidestream Financial, Inc. have?
Guidestream Financial, Inc. reports 9 employees.
Where is Guidestream Financial, Inc. located?
Guidestream Financial, Inc. is based in Spring Arbor, MI and has been SEC-registered since 2009.
Does Guidestream Financial, Inc. disclose fund performance?
Guidestream Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8050 Spring Arbor Road, Spring Arbor, MI 49283 |
| Phone | (517) 750-2727 |
| Fax | (517) 750-2752 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$263.5M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$263.5Mregulatory AUM
Discretionary $247MNon-discretionary $16.4M