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EVERGUIDE FINANCIAL GROUP, LLC
CRD 283681
20 COMMERCE DR, SUITE 135, CRANFORD, NJ, 07016, United States
Phone
215-203-6673
Fax
(908)264-0723
Registration
— (—)
Source
State registered
Total AUM
$45.1M
Discretionary AUM
$45.1M
Team
1 total employees; 1 advisory reps; 83 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $8.5M |
| High net worth individuals | 30 | $35.8M |
| Charitable organizations | 1 | $760K |
All web addresses on file
Official SEC filing: View on IAPD