GUIDELINE INVESTMENTS, LLC
CRD #281515 SEC #801-106732 BURLINGAME, CA (888) 228-3491
SEC Registered
Total AUM
$16.5B
Discretionary
$11.9B
Employees
8
Clients
--
Accounts
792,653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $16.5B | $11.9B | $4.6B | 8 | 0 |
| Oct 2025 | $16.5B | $11.9B | $4.6B | 8 | 0 |
| Aug 2025 | $16.5B | $11.9B | $4.6B | 8 | 0 |
| Mar 2025 | $16.5B | $11.9B | $4.6B | 8 | 0 |
| Nov 2024 | $11.7B | $8.6B | $3.1B | 7 | 0 |
| Jul 2024 | $11.7B | $8.6B | $3.1B | 380 | 0 |
| Jun 2024 | $11.7B | $8.6B | $3.1B | 380 | 0 |
| Mar 2024 | $11.7B | $8.6B | $3.1B | 380 | 0 |
| Oct 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Aug 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Jul 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Jul 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Jul 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Mar 2023 | $7.3B | $5.4B | $1.9B | 413 | 0 |
| Feb 2023 | $5.9B | $4.2B | $1.7B | 317 | 0 |
| Sep 2022 | $5.9B | $4.2B | $1.7B | 317 | 0 |
| Aug 2022 | $5.9B | $4.2B | $1.7B | 317 | 0 |
| Jun 2022 | $5.9B | $4.2B | $1.7B | 317 | 0 |
| Mar 2022 | $5.9B | $4.2B | $1.7B | 317 | 0 |
| Jan 2022 | $3.4B | $2.5B | $977.3M | 174 | 0 |
| Sep 2021 | $3.4B | $2.5B | $977.3M | 174 | 0 |
| May 2021 | $3.4B | $2.5B | $977.3M | 174 | 0 |
| Mar 2021 | $3.4B | $2.5B | $977.3M | 174 | 0 |
| Jun 2020 | $1.8B | $1.3B | $478.9M | 188 | 0 |
| Mar 2020 | $1.8B | $1.3B | $478.9M | 188 | 0 |
| Nov 2019 | $1B | $737M | $291M | 108 | 0 |
| Nov 2019 | $1B | $737M | $291M | 108 | 0 |
| Jul 2019 | $1B | $737M | $291M | 108 | 0 |
| Apr 2019 | $1B | $737M | $291M | 108 | 0 |
| Mar 2019 | $1B | $737M | $291M | 108 | 0 |
| Mar 2018 | $340M | $340M | $0 | 4 | 0 |
| Oct 2017 | $158M | $158M | $0 | 33 | 0 |
| Apr 2017 | $56M | $56M | $0 | 33 | 1,200 |
| Apr 2017 | $56M | $56M | $0 | 33 | 1,200 |
| Mar 2017 | $53M | $53M | $0 | 7 | 1,139 |
| Jan 2017 | $120.7K | $120.7K | $0 | 7 | 1 |
| Aug 2016 | $120.7K | $120.7K | $0 | 7 | 1 |
| Mar 2016 | $0 | $0 | $0 | 3 | 0 |
| Dec 2015 | $0 | $0 | $0 | 3 | 0 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$16.5B
Discretionary$11.9B
Non-Disc.$4.6B
Employees8
Clients0
DateOct 2025
Total AUM$16.5B
Discretionary$11.9B
Non-Disc.$4.6B
Employees8
Clients0
DateAug 2025
Total AUM$16.5B
Discretionary$11.9B
Non-Disc.$4.6B
Employees8
Clients0
DateMar 2025
Total AUM$16.5B
Discretionary$11.9B
Non-Disc.$4.6B
Employees8
Clients0
DateNov 2024
Total AUM$11.7B
Discretionary$8.6B
Non-Disc.$3.1B
Employees7
Clients0
DateJul 2024
Total AUM$11.7B
Discretionary$8.6B
Non-Disc.$3.1B
Employees380
Clients0
DateJun 2024
Total AUM$11.7B
Discretionary$8.6B
Non-Disc.$3.1B
Employees380
Clients0
DateMar 2024
Total AUM$11.7B
Discretionary$8.6B
Non-Disc.$3.1B
Employees380
Clients0
DateOct 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateAug 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateJul 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateJul 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateJul 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateMar 2023
Total AUM$7.3B
Discretionary$5.4B
Non-Disc.$1.9B
Employees413
Clients0
DateFeb 2023
Total AUM$5.9B
Discretionary$4.2B
Non-Disc.$1.7B
Employees317
Clients0
DateSep 2022
Total AUM$5.9B
Discretionary$4.2B
Non-Disc.$1.7B
Employees317
Clients0
DateAug 2022
Total AUM$5.9B
Discretionary$4.2B
Non-Disc.$1.7B
Employees317
Clients0
DateJun 2022
Total AUM$5.9B
Discretionary$4.2B
Non-Disc.$1.7B
Employees317
Clients0
DateMar 2022
Total AUM$5.9B
Discretionary$4.2B
Non-Disc.$1.7B
Employees317
Clients0
DateJan 2022
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$977.3M
Employees174
Clients0
DateSep 2021
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$977.3M
Employees174
Clients0
DateMay 2021
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$977.3M
Employees174
Clients0
DateMar 2021
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$977.3M
Employees174
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$478.9M
Employees188
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$478.9M
Employees188
Clients0
DateNov 2019
Total AUM$1B
Discretionary$737M
Non-Disc.$291M
Employees108
Clients0
DateNov 2019
Total AUM$1B
Discretionary$737M
Non-Disc.$291M
Employees108
Clients0
DateJul 2019
Total AUM$1B
Discretionary$737M
Non-Disc.$291M
Employees108
Clients0
DateApr 2019
Total AUM$1B
Discretionary$737M
Non-Disc.$291M
Employees108
Clients0
DateMar 2019
Total AUM$1B
Discretionary$737M
Non-Disc.$291M
Employees108
Clients0
DateMar 2018
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees33
Clients0
DateApr 2017
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees33
Clients1,200
DateApr 2017
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees33
Clients1,200
DateMar 2017
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees7
Clients1,139
DateJan 2017
Total AUM$120.7K
Discretionary$120.7K
Non-Disc.$0
Employees7
Clients1
DateAug 2016
Total AUM$120.7K
Discretionary$120.7K
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0