RIA Intel›Advisers›FINANCIAL GUIDANCE GROUP, INC.

FINANCIAL GUIDANCE GROUP, INC.

Advisory

N·

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$288M
1-Year AUM Growth
+13.2%
3-Year CAGR
+9.5%
Employees
3
Assets Under Management
Total AUM$288M
Discretionary AUM$288M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients278
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record41
First FilingFeb 21, 2001
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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