| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jay Walker Control | Chief Executive Officer/Chief Compliance Officer | 50-75% | 2011 |
| Benjamin James Smith | Chief Investment Officer | 10-25% | 2012 |
| Camden National Corporation | Owner | 10-25% | 2012 |
Guidance Point Retirement Services, LLC reports $62.9 million in regulatory assets under management on its Form ADV.
Guidance Point Retirement Services, LLC reports 7 employees.
Guidance Point Retirement Services, LLC is based in Portland, ME and has been SEC-registered since 2012.
Guidance Point Retirement Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 136 Commercial Street, Suite 301, Portland, ME 04101 |
| Phone | 207-358-3099 |
| Fax | 207-221-1435 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $62.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $62.9M |