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Guidestream Financial, Inc.

● SEC registered since 2009CRD 150890SEC# 801-70418Spring Arbor, MI
Export (members)
Reg. AUM
$217.2M
Employees
10
Accounts
1,646
Location
Spring Arbor, MI

Guidestream Financial, Inc. assets under management

Guidestream Financial, Inc. operates as an SEC-registered investment adviser based in Spring Arbor, MI. The firm has been registered since 2009. It reports $217.2 million in regulatory assets under management and employs 10 people.
www.guidestreamfinancial.comView on SEC.gov ↗

Guidestream Financial, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Andrea L. Sheilds ControlDirectorUnder 5%2021
Beth Marie Hall ControlChief Financial OfficerUnder 5%2022
Bradley W. Button ControlDirectorUnder 5%2021
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Frequently asked questions

How much does Guidestream Financial, Inc. manage?

Guidestream Financial, Inc. reports $217.2 million in regulatory assets under management on its Form ADV.

How many employees does Guidestream Financial, Inc. have?

Guidestream Financial, Inc. reports 10 employees.

Where is Guidestream Financial, Inc. located?

Guidestream Financial, Inc. is based in Spring Arbor, MI and has been SEC-registered since 2009.

Does Guidestream Financial, Inc. disclose fund performance?

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

Contact & registration

Address8050 Spring Arbor Road, Spring Arbor, MI 49283
Phone(517) 750-2727
Fax(517) 750-2752
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.6M
Non-discretionary$14.7M
Total (RAUM)$217.2M