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FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
CRD 120856
8162 COLUMBIA ROAD, OLMSTED FALLS, OH, 44138-2043, United States
Phone
440-235-0310
Fax
(440) 508-1343
Registration
— (—)
Source
State registered
Total AUM
$52.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $20.9M |
| High net worth individuals | 9 | $30.3M |
| Charitable organizations | 3 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD