GUSTO INVESTMENT SERVICES, LLC

CRD 281515 · SEC 801-106732

Visit website

525 20TH STREET, SAN FRANCISCO, CA, 94107, United States

Phone

(888) 228-3491

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.01B

Discretionary AUM

$8.63B

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Client types

Type	Clients	AUM
Pension/profit sharing plans	57744	$11.63B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.RETIREMENT.GUSTO.COM
https://www.linkedin.com/company/guideline/

Official SEC filing: View on IAPD