SEC Form ADV

GUIDANCE POINT RETIREMENT SERVICES, LLC

Registered Investment AdviserME
$85.4M
Assets Under Management
60
Total Clients
8
Employees
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Registration Details

Accession
crd-161000
Location
PORTLAND, ME
Filing Date
September 17, 2026
AUM
$85.4M
Total Clients
60
Institutional Clients
4
Employees
8
Amendment
No

Client Types

Pension PlansCharitable OrganizationsCorporations

About this Adviser

GUIDANCE POINT RETIREMENT SERVICES, LLC is a registered investment adviser headquartered in PORTLAND, ME, managing approximately $85.4M in assets across 60 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.