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Constant Guidance Financial, LLC

● SEC registered since 2023CRD 172612SEC# 801-128132North Attleboro, MA
Export (members)
Reg. AUM
$165.2M
Employees
1
Accounts
598
Location
North Attleboro, MA

Constant Guidance Financial, LLC assets under management

Constant Guidance Financial, LLC is an SEC-registered investment adviser based in North Attleboro, MA. The firm has been registered since 2023. It reports $165.2 million in regulatory assets under management and employs 1 people.
www.facebook.com/cgfadvisorView on SEC.gov ↗

Constant Guidance Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mitchell Zides ControlManaging Partner And CcoOver 75%2014

Frequently asked questions

How much does Constant Guidance Financial, LLC manage?

Constant Guidance Financial, LLC reports $165.2 million in regulatory assets under management on its Form ADV.

How many employees does Constant Guidance Financial, LLC have?

Constant Guidance Financial, LLC reports 1 employees.

Where is Constant Guidance Financial, LLC located?

Constant Guidance Financial, LLC is based in North Attleboro, MA and has been SEC-registered since 2023.

Does Constant Guidance Financial, LLC disclose fund performance?

Constant Guidance Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 North Ave, North Attleboro, MA 02763
Phone508-207-8049
Fax508-207-8049
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK1995383
Discloses disciplinary historyNo

Assets under management

Discretionary$165.2M
Non-discretionary$0
Total (RAUM)$165.2M