GUIDANCE POINT RETIREMENT SERVICES, LLC
CRD #161000 SEC #801-73184 PORTLAND, ME 207-358-3099
SEC Registered
Total AUM
$62.9M
Discretionary
$62.9M
Employees
7
Clients
0
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $62.9M | $62.9M | $0 | 7 | 65 |
| Sep 2024 | $64.3M | $64.3M | $0 | 5 | 59 |
| Mar 2024 | $64.3M | $64.3M | $0 | 5 | 59 |
| Mar 2023 | $62.7M | $62.7M | $0 | 7 | 52 |
| Jan 2023 | $73.8M | $73.8M | $0 | 5 | 50 |
| Mar 2022 | $73.8M | $73.8M | $0 | 5 | 50 |
| Mar 2021 | $77.4M | $77.4M | $0 | 6 | 55 |
| Mar 2020 | $76.3M | $76.3M | $0 | 6 | 48 |
| Sep 2019 | $58M | $58M | $0 | 6 | 46 |
| Jul 2019 | $58M | $58M | $0 | 6 | 46 |
| Mar 2019 | $58M | $58M | $0 | 6 | 46 |
| Mar 2018 | $65M | $65M | $0 | 7 | 50 |
| Jan 2018 | $56.5M | $56.5M | $0 | 6 | 0 |
| May 2017 | $56.5M | $56.5M | $0 | 6 | 26 |
| Mar 2017 | $56.5M | $56.5M | $0 | 6 | 26 |
| Mar 2016 | $51.2M | $51.2M | $0 | 4 | 26 |
| Mar 2015 | $56.9M | $56.9M | $0 | 4 | 26 |
| Oct 2014 | $41.4M | $41.4M | $0 | 4 | 26 |
| Sep 2014 | $41.4M | $41.4M | $0 | 4 | 26 |
| Apr 2014 | $41.4M | $41.4M | $0 | 4 | 26 |
| Mar 2014 | $41.4M | $41.4M | $0 | 4 | 26 |
| Dec 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Dec 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Dec 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Oct 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Oct 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Oct 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Mar 2013 | $351.8M | $25.4M | $326.4M | 3 | 26 |
| Nov 2012 | $265.4M | $0 | $265.4M | 3 | 26 |
| Apr 2012 | $265.4M | $0 | $265.4M | -- | 26 |
| Apr 2012 | $265.4M | $0 | $265.4M | -- | 26 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees7
Clients65
DateSep 2024
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees5
Clients59
DateMar 2024
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees5
Clients59
DateMar 2023
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees7
Clients52
DateJan 2023
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees5
Clients50
DateMar 2022
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees5
Clients50
DateMar 2021
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees6
Clients55
DateMar 2020
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees6
Clients48
DateSep 2019
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees6
Clients46
DateJul 2019
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees6
Clients46
DateMar 2019
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees6
Clients46
DateMar 2018
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees7
Clients50
DateJan 2018
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2017
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees4
Clients26
DateOct 2014
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients26
DateSep 2014
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients26
DateApr 2014
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees4
Clients26
DateDec 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateDec 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateDec 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateOct 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateOct 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateOct 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateMar 2013
Total AUM$351.8M
Discretionary$25.4M
Non-Disc.$326.4M
Employees3
Clients26
DateNov 2012
Total AUM$265.4M
Discretionary$0
Non-Disc.$265.4M
Employees3
Clients26
DateApr 2012
Total AUM$265.4M
Discretionary$0
Non-Disc.$265.4M
Employees--
Clients26
DateApr 2012
Total AUM$265.4M
Discretionary$0
Non-Disc.$265.4M
Employees--
Clients26
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0