Guidestream Financial, Inc
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Overview
Guidestream Financial, Inc operates as an advisory company that has its headquarters in Spring Arbor, Michigan. The company oversees $165.1 million in assets throughout 1,542 customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). It has a small team, including 5 financial advisors. Guidestream Financial, Inc does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, bonds and options.
Guidestream Financial, Inc manages more than half of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring client consent. The company also manages 85 non-discretionary accounts with a total of $7.1 million in assets under management. The investment advisory firm's typical account size is $107,087. The average financial advisor at Guidestream Financial, Inc oversees about 308 client accounts.
The company's main office is at 8050 Spring Arbor Road, Spring Arbor, Michigan 49283. Guidestream Financial, Inc is allowed to provide services to customers throughout 20 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Guidestream Financial, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$165.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,542
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$107.1 thousand
Products and Services
Services that Guidestream Financial, Inc provides include financial planning services and portfolio management for individuals and small businesses. In the past financial year, the firm provided 51-100 of its accounts with financial planning services. The firm does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees are based on the services offered. However, fees charged by Guidestream Financial, Inc most likely include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors, high net worth investors and charitable organizations. Out of its 1,542 customers, Guidestream Financial, Inc's biggest client group is retail investors, although it also manages money for 39 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 5.22%
- Other Individuals - 92.77%
- Corporations - 0%
- Charitable Organizations - 2.01%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Guidestream Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Guidestream Financial, Inc
Spring Arbor, MI
Spring Arbor, MI
Spring Arbor, MI
Spring Arbor, MI
Spring Arbor, MI
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