PPrivate Fund Data Log in Join · $37/mo

Benjamin James Smith

Member/Preferred Unit Holder And PrincipalGuidance Point Advisors, LLCCRD 6027765

About Benjamin James Smith

Benjamin James Smith is listed as Member/Preferred Unit Holder And Principal at Guidance Point Advisors, LLC. Form ADV reports a beneficial ownership band of 10-25%. Benjamin James Smith is associated with 2 registered advisers.

Reported ownership

Owns 10-25% of Guidance Point Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Benjamin James Smith work?

Benjamin James Smith is listed as Member/Preferred Unit Holder And Principal at Guidance Point Advisors, LLC on SEC Form ADV.

How much of Guidance Point Advisors, LLC does Benjamin James Smith own?

Form ADV reports a beneficial ownership band of 10-25%.

Guidance Point Advisors, LLC

TitleMember/Preferred Unit Holder And Principal
Ownership10-25%
Control personNo
Since2015

Guidance Point Retirement Services, LLC

TitleChief Investment Officer
Ownership10-25%
Control personNo
Since2012