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Guideline Investments, LLC

● SEC registered since 2015CRD 281515SEC# 801-106732Burlingame, CA
Export (members)
Reg. AUM
$16.49B
Employees
8
Accounts
792,653
Location
Burlingame, CA

Guideline Investments, LLC assets under management

Guideline Investments, LLC is a registered investment adviser overseen by the SEC based in Burlingame, CA. The firm has been registered since 2015. It reports $16.5 billion in regulatory assets under management and employs 8 people.
www.retirement.gusto.comView on SEC.gov ↗

Guideline Investments, LLC owners & executives

5 reported
NameTitleOwnershipSince
Elizabeth Anne Mastrobattisto ControlManager / Chief Compliance OfficerUnder 5%2024
Guideline Holdings, LLC ControlSole OwnerOver 75%2024
Jeff Darin Rosenberger ControlManagerUnder 5%2024
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Frequently asked questions

How much does Guideline Investments, LLC manage?

Guideline Investments, LLC reports $16.5 billion in regulatory assets under management on its Form ADV.

How many employees does Guideline Investments, LLC have?

Guideline Investments, LLC reports 8 employees.

Where is Guideline Investments, LLC located?

Guideline Investments, LLC is based in Burlingame, CA and has been SEC-registered since 2015.

Does Guideline Investments, LLC disclose fund performance?

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

Contact & registration

Address1412 Chapin Avenue, Burlingame, CA 94010
Phone(888) 228-3491
FaxN/A
Office hoursOffice Visits By Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$11.89B
Non-discretionary$4.61B
Total (RAUM)$16.49B