FP FINANCIAL SERVICES, INC.
Legal name: GUIDANT WEALTH ADVISORS
CRD #123383 SEC #801-77713 PALATINE, IL 847-330-9911
SEC Registered
Total AUM
$251.1M
Discretionary
$251.1M
Employees
10
Clients
11
Accounts
822
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2020 | $251.1M | $251.1M | $0 | 10 | 291 |
| Sep 2019 | $251.1M | $251.1M | $0 | 10 | 291 |
| Sep 2019 | $251.1M | $251.1M | $0 | 10 | 291 |
| Sep 2019 | $251.1M | $251.1M | $0 | 10 | 291 |
| Aug 2019 | $251.1M | $251.1M | $0 | 10 | 291 |
| Jul 2019 | $251.1M | $251.1M | $0 | 10 | 291 |
| Jun 2019 | $251.1M | $251.1M | $0 | 11 | 291 |
| Jan 2019 | $251.1M | $251.1M | $0 | 11 | 291 |
| Jun 2018 | $259.8M | $259.8M | $0 | 10 | 363 |
| Feb 2018 | $259.8M | $259.8M | $0 | 10 | 363 |
| Jan 2017 | $228.1M | $228.1M | $0 | 10 | 200 |
| Jan 2017 | $200.6M | $191M | $9.6M | 9 | 200 |
| Feb 2016 | $200.6M | $191M | $9.6M | 9 | 200 |
| Jan 2016 | $198.2M | $187.3M | $10.9M | 9 | 200 |
| Nov 2015 | $198.2M | $187.3M | $10.9M | 9 | 200 |
| Jan 2015 | $198.2M | $187.3M | $10.9M | 9 | 200 |
| Mar 2014 | $184.8M | $173.6M | $11.2M | 9 | 200 |
| Jan 2014 | $131.3M | $131.3M | $0 | 8 | 0 |
| Mar 2013 | $131.3M | $131.3M | $0 | 8 | 0 |
| Feb 2013 | $131.3M | $131.3M | $0 | 8 | 0 |
DateJan 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateSep 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateSep 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateSep 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateAug 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateJul 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees10
Clients291
DateJun 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees11
Clients291
DateJan 2019
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees11
Clients291
DateJun 2018
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees10
Clients363
DateFeb 2018
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees10
Clients363
DateJan 2017
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees10
Clients200
DateJan 2017
Total AUM$200.6M
Discretionary$191M
Non-Disc.$9.6M
Employees9
Clients200
DateFeb 2016
Total AUM$200.6M
Discretionary$191M
Non-Disc.$9.6M
Employees9
Clients200
DateJan 2016
Total AUM$198.2M
Discretionary$187.3M
Non-Disc.$10.9M
Employees9
Clients200
DateNov 2015
Total AUM$198.2M
Discretionary$187.3M
Non-Disc.$10.9M
Employees9
Clients200
DateJan 2015
Total AUM$198.2M
Discretionary$187.3M
Non-Disc.$10.9M
Employees9
Clients200
DateMar 2014
Total AUM$184.8M
Discretionary$173.6M
Non-Disc.$11.2M
Employees9
Clients200
DateJan 2014
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2013
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$0
Employees8
Clients0