| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jay Walker | Member/Preferred Unit Holder And Principal | 10-25% | 2015 |
| Benjamin James Smith | Member/Preferred Unit Holder And Principal | 10-25% | 2015 |
| Robert Egidio Delcol | Member/Owns Preferred A Shares,non-Voting | 10-25% | 2008 |
Guidance Point Advisors, LLC reports $492.4 million in regulatory assets under management on its Form ADV.
Guidance Point Advisors, LLC reports 6 employees.
Guidance Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 617-869-6653 |
| Fax | 888-691-2306 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $492.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $492.4M |