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Guidance Investment Advisors, LLC

CRD 154644SEC# 801-71735Elkhart, IN
Export (members)
No longer SEC-registered. Guidance Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$307.6M
Employees
5
Accounts
406
Location
Elkhart, IN

Guidance Investment Advisors, LLC assets under management

Guidance Investment Advisors, LLC is an SEC-registered investment adviser based in Elkhart, IN. It reports $307.6 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Guidance Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Amy Suzanne McSorleyOwnerUnder 5%2013
John Ferrell McSorley ControlManagerOver 75%2010
Maureen Alice Teunissen ControlCcoUnder 5%2017

Frequently asked questions

How much does Guidance Investment Advisors, LLC manage?

Guidance Investment Advisors, LLC reports $307.6 million in regulatory assets under management on its Form ADV.

How many employees does Guidance Investment Advisors, LLC have?

Guidance Investment Advisors, LLC reports 5 employees.

Where is Guidance Investment Advisors, LLC located?

Guidance Investment Advisors, LLC is based in Elkhart, IN.

Does Guidance Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address3140 Windsor Court, Elkhart, IN 46514
Office hours8 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$307.6M
Non-discretionary$0
Total (RAUM)$307.6M