Guidestream Financial, Inc. is a large advisory firm based in Spring Arbor. It manages $105.18 million of regulatory assets for 1,211 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 16 other states.
Guidestream Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guidestream Financial, Inc. is $105.18 million. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Guidestream Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Mark Steven Olson is individuals with 565 clients and $53.2 million of assets under management. Among the 10 most similar advisory firms, Guidestream Financial has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $105.08 million for 636 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Guidestream Financial doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Steven Olson has been acting as President since 1 Jun 2009. Evan Revere Collins joined the executive team most recently as the Director.
The principal office where Guidestream Financial, Inc. performs its advisory services is located at 8050 Spring Arbor Road, Spring Arbor, MI 49283 The mailing address of the firm is P.O. Box 580, Spring Arbor, MI 49283. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (517) 750-2727 or by fax (517) 750-2752. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at guidestreamfinancial.com.