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GUIDESTREAM FINANCIAL, INC.
CRD 150890 · SEC 801-70418
8050 SPRING ARBOR ROAD, SPRING ARBOR, MI, 49283, United States
Phone
(517) 750-2727
Fax
(517) 750-2752
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$263.5M
Discretionary AUM
$247.0M
Team
9 total employees; 5 advisory reps; 43 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 815 | $133.5M |
| High net worth individuals | 39 | $75.2M |
| Charitable organizations | 28 | $54.8M |
States served
AL, AZ, CA, ID, IL, IN, IA, KS, KY, LA, MA, MI, NE, NY, NC, OH, OR, PA, SC, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD