Guidance Point Advisors is an investment advisor in Wellesley with $342.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263504666
SEC advisor number
801-77258
FINRA CRD number
148768
AUM ?
$342.78 mm
(as of 6 Feb 22)
Accounts
541
(as of 6 Feb 22)
Employees
7
(7 investment advisory or research)
Address
Guidance Point Advisors
225 FRANKLIN STREET
26 FLOOR
BOSTON
MA 02110
225 FRANKLIN STREET
26 FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 9AM-5PM
Phone
6178696653
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Delcol, Wesley, Austin | Managing Member/chief Compliance Officer/owns Common Shares | 10/2008 | 50-75% |
| Delcol, Robert, Egidio | Member/owns Preferred a Shares,non-voting | 10/2008 | 10-25% |
| Smith, Benjamin, James | Member/preferred Unit Holder and Principal | 10/2015 | 10-25% |
| Walker, Andrew, Jay | Member/preferred Unit Holder and Principal | 10/2015 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
20 Jul 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21
13F-HR
Quarterly holdings report by institutional manager
16 Oct 20