CONSTANT GUIDANCE FINANCIAL, LLC
CRD #172612 SEC #801-128132 NORTH ATTLEBORO, MA 508-207-8049
SEC Registered
Total AUM
$165.2M
Discretionary
$165.2M
Employees
1
Clients
101
Accounts
598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $165.2M | $165.2M | $0 | 1 | 0 |
| Nov 2024 | $128.1M | $128.1M | $0 | 1 | 0 |
| Mar 2024 | $128.1M | $128.1M | $0 | 1 | 0 |
| Oct 2023 | $113.8M | $113.8M | $0 | 1 | 0 |
| Jun 2023 | $113.8M | $113.8M | $0 | 1 | 0 |
| Jun 2023 | $113.8M | $113.8M | $0 | 1 | 0 |
| May 2023 | $113.8M | $113.8M | $0 | 1 | 0 |
DateMar 2025
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees1
Clients0
DateJun 2023
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees1
Clients0