RIA Intel›Advisers›Georgia›FINANCIAL GUIDANCE GROUP, LLC

FINANCIAL GUIDANCE GROUP, LLC

Advisory

SYLVESTER, GA

Data as of Apr 14, 2023 · Source: SEC Form ADV

Rank in GA

#589

of 607 advisers by AUM

Average account

$182K

across 22 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2023.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

$4M

PEACHTREE PLANNING ADVISORS, INC.

$4M

TARA FINANCIAL GROUP, INC.

$4M

DONNELLY INVESTMENTS CORPORATION

$4M

MENSAH FINANCE GROUP, LLC

$4M

WAKIL WEALTH ADVISORY LLC

$4M

Get the full picture on FINANCIAL GUIDANCE GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIAL GUIDANCE GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans