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GUIDANCE POINT RETIREMENT SERVICES, LLC
CRD 161000 · SEC 801-73184
136 COMMERCIAL STREET, SUITE 301, PORTLAND, ME, 04101, United States
Phone
207-358-3099
Fax
207-221-1435
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$88.2M
Discretionary AUM
$88.2M
Team
8 total employees; 6 advisory reps; 60 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 2 | $6.0M |
| Charitable organizations | 2 | $54.9M |
| Corporations/business entities | 3 | $27.3M |
States served
CA, ME, MA, NH, CT
All web addresses on file
Official SEC filing: View on IAPD