GUIDESTREAM FINANCIAL, INC.
CRD #150890 SEC #801-70418 SPRING ARBOR, MI (517) 750-2727
SEC Registered
Total AUM
$217.2M
Discretionary
$202.6M
Employees
10
Clients
101
Accounts
1,646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $217.2M | $202.6M | $14.7M | 10 | 19 |
| Aug 2025 | $217.2M | $202.6M | $14.7M | 10 | 19 |
| Jul 2025 | $217.2M | $202.6M | $14.7M | 10 | 19 |
| Mar 2025 | $217.2M | $202.6M | $14.7M | 10 | 19 |
| Mar 2025 | $217.2M | $202.6M | $14.7M | 10 | 19 |
| Nov 2024 | $202.9M | $188.7M | $14.2M | 8 | 25 |
| Apr 2024 | $202.9M | $188.7M | $14.2M | 8 | 25 |
| Mar 2024 | $202.9M | $188.7M | $14.2M | 8 | 25 |
| Mar 2024 | $202.9M | $188.7M | $14.2M | 8 | 25 |
| Dec 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Dec 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Sep 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Aug 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jul 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jul 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jun 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jun 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jun 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Jun 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Mar 2023 | $165.1M | $158M | $7.1M | 11 | 16 |
| Nov 2022 | $162.5M | $155.2M | $7.3M | 11 | 18 |
| Aug 2022 | $162.5M | $155.2M | $7.3M | 11 | 18 |
| Aug 2022 | $162.5M | $155.2M | $7.3M | 11 | 18 |
| Mar 2022 | $162.5M | $155.2M | $7.3M | 11 | 18 |
| Mar 2022 | $162.5M | $155.2M | $7.3M | 11 | 18 |
| Nov 2021 | $132.5M | $127.7M | $4.8M | 10 | 27 |
| May 2021 | $132.5M | $127.7M | $4.8M | 10 | 27 |
| Mar 2021 | $132.5M | $127.7M | $4.8M | 10 | 27 |
| Jun 2020 | $118.2M | $114.5M | $3.6M | 10 | 24 |
| Mar 2020 | $118.2M | $114.5M | $3.6M | 10 | 24 |
| Jan 2020 | $105.2M | $102.7M | $2.5M | 9 | 38 |
| Oct 2019 | $105.2M | $102.7M | $2.5M | 9 | 38 |
| Aug 2019 | $105.2M | $102.7M | $2.5M | 9 | 38 |
| Jun 2019 | $105.2M | $102.7M | $2.5M | 9 | 38 |
| Mar 2019 | $105.2M | $102.7M | $2.5M | 9 | 38 |
| May 2018 | $108.8M | $106.6M | $2.2M | 9 | 36 |
| Mar 2018 | $108.8M | $106.6M | $2.2M | 9 | 36 |
| Mar 2017 | $90.9M | $89.2M | $1.8M | 8 | 500 |
| Mar 2016 | $87M | $85.1M | $1.8M | 7 | 500 |
| Dec 2015 | $82.8M | $82.8M | $0 | 8 | 500 |
| Oct 2015 | $82.8M | $82.8M | $0 | 8 | 500 |
| Mar 2015 | $82.8M | $82.8M | $0 | 8 | 500 |
| Mar 2015 | $82.8M | $82.8M | $0 | 8 | 500 |
| Oct 2014 | $77.8M | $77.8M | $0 | 7 | 500 |
| Sep 2014 | $77.8M | $77.8M | $0 | 7 | 500 |
| Mar 2014 | $77.8M | $77.8M | $0 | 7 | 500 |
| Feb 2014 | $77.8M | $77.8M | $0 | 7 | 500 |
| Nov 2013 | $73.9M | $71.7M | $2.2M | 7 | 500 |
| Aug 2013 | $73.9M | $71.7M | $2.2M | 7 | 500 |
| Feb 2013 | $73.9M | $71.7M | $2.2M | 7 | 500 |
| Sep 2012 | $67.1M | $64.9M | $2.2M | 6 | 500 |
| Apr 2012 | $67.1M | $64.9M | $2.2M | 6 | 500 |
| Feb 2012 | $67.1M | $64.9M | $2.2M | 6 | 500 |
| Nov 2011 | $64.2M | $63.1M | $1.1M | 6 | 600 |
| Mar 2011 | $64.2M | $63.1M | $1.1M | 10 | -- |
| Sep 2009 | $0 | $0 | $0 | 10 | -- |
| Jul 2009 | $0 | $0 | $0 | 10 | -- |
DateOct 2025
Total AUM$217.2M
Discretionary$202.6M
Non-Disc.$14.7M
Employees10
Clients19
DateAug 2025
Total AUM$217.2M
Discretionary$202.6M
Non-Disc.$14.7M
Employees10
Clients19
DateJul 2025
Total AUM$217.2M
Discretionary$202.6M
Non-Disc.$14.7M
Employees10
Clients19
DateMar 2025
Total AUM$217.2M
Discretionary$202.6M
Non-Disc.$14.7M
Employees10
Clients19
DateMar 2025
Total AUM$217.2M
Discretionary$202.6M
Non-Disc.$14.7M
Employees10
Clients19
DateNov 2024
Total AUM$202.9M
Discretionary$188.7M
Non-Disc.$14.2M
Employees8
Clients25
DateApr 2024
Total AUM$202.9M
Discretionary$188.7M
Non-Disc.$14.2M
Employees8
Clients25
DateMar 2024
Total AUM$202.9M
Discretionary$188.7M
Non-Disc.$14.2M
Employees8
Clients25
DateMar 2024
Total AUM$202.9M
Discretionary$188.7M
Non-Disc.$14.2M
Employees8
Clients25
DateDec 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateDec 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateSep 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateAug 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJul 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJul 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJun 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJun 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJun 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateJun 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateMar 2023
Total AUM$165.1M
Discretionary$158M
Non-Disc.$7.1M
Employees11
Clients16
DateNov 2022
Total AUM$162.5M
Discretionary$155.2M
Non-Disc.$7.3M
Employees11
Clients18
DateAug 2022
Total AUM$162.5M
Discretionary$155.2M
Non-Disc.$7.3M
Employees11
Clients18
DateAug 2022
Total AUM$162.5M
Discretionary$155.2M
Non-Disc.$7.3M
Employees11
Clients18
DateMar 2022
Total AUM$162.5M
Discretionary$155.2M
Non-Disc.$7.3M
Employees11
Clients18
DateMar 2022
Total AUM$162.5M
Discretionary$155.2M
Non-Disc.$7.3M
Employees11
Clients18
DateNov 2021
Total AUM$132.5M
Discretionary$127.7M
Non-Disc.$4.8M
Employees10
Clients27
DateMay 2021
Total AUM$132.5M
Discretionary$127.7M
Non-Disc.$4.8M
Employees10
Clients27
DateMar 2021
Total AUM$132.5M
Discretionary$127.7M
Non-Disc.$4.8M
Employees10
Clients27
DateJun 2020
Total AUM$118.2M
Discretionary$114.5M
Non-Disc.$3.6M
Employees10
Clients24
DateMar 2020
Total AUM$118.2M
Discretionary$114.5M
Non-Disc.$3.6M
Employees10
Clients24
DateJan 2020
Total AUM$105.2M
Discretionary$102.7M
Non-Disc.$2.5M
Employees9
Clients38
DateOct 2019
Total AUM$105.2M
Discretionary$102.7M
Non-Disc.$2.5M
Employees9
Clients38
DateAug 2019
Total AUM$105.2M
Discretionary$102.7M
Non-Disc.$2.5M
Employees9
Clients38
DateJun 2019
Total AUM$105.2M
Discretionary$102.7M
Non-Disc.$2.5M
Employees9
Clients38
DateMar 2019
Total AUM$105.2M
Discretionary$102.7M
Non-Disc.$2.5M
Employees9
Clients38
DateMay 2018
Total AUM$108.8M
Discretionary$106.6M
Non-Disc.$2.2M
Employees9
Clients36
DateMar 2018
Total AUM$108.8M
Discretionary$106.6M
Non-Disc.$2.2M
Employees9
Clients36
DateMar 2017
Total AUM$90.9M
Discretionary$89.2M
Non-Disc.$1.8M
Employees8
Clients500
DateMar 2016
Total AUM$87M
Discretionary$85.1M
Non-Disc.$1.8M
Employees7
Clients500
DateDec 2015
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees8
Clients500
DateOct 2015
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$82.8M
Discretionary$82.8M
Non-Disc.$0
Employees8
Clients500
DateOct 2014
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees7
Clients500
DateSep 2014
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees7
Clients500
DateMar 2014
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees7
Clients500
DateFeb 2014
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees7
Clients500
DateNov 2013
Total AUM$73.9M
Discretionary$71.7M
Non-Disc.$2.2M
Employees7
Clients500
DateAug 2013
Total AUM$73.9M
Discretionary$71.7M
Non-Disc.$2.2M
Employees7
Clients500
DateFeb 2013
Total AUM$73.9M
Discretionary$71.7M
Non-Disc.$2.2M
Employees7
Clients500
DateSep 2012
Total AUM$67.1M
Discretionary$64.9M
Non-Disc.$2.2M
Employees6
Clients500
DateApr 2012
Total AUM$67.1M
Discretionary$64.9M
Non-Disc.$2.2M
Employees6
Clients500
DateFeb 2012
Total AUM$67.1M
Discretionary$64.9M
Non-Disc.$2.2M
Employees6
Clients500
DateNov 2011
Total AUM$64.2M
Discretionary$63.1M
Non-Disc.$1.1M
Employees6
Clients600
DateMar 2011
Total AUM$64.2M
Discretionary$63.1M
Non-Disc.$1.1M
Employees10
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--