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- Custodian
- Citibank · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2018
- Office Locations
- 1
Office Locations
About Asset Guidance Group, LLC
Asset Guidance Group, LLC is an independent, fiduciary RIA focused on retirement planning and investment management for entrepreneurs, families, and individuals. The team includes CFP® professionals and provides holistic advice across taxes, estate planning, and risk management, with portfolios that lean on ETFs and fixed income. They separate planning and investment management fees for transparency, with assets custodied at Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WALLACE RAY NICHOLS JR
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Principal
- CRD
- #5988582
- Ownership
- 75% or more
Jarod Wallace Nichols
--
- CRD
- #7529151
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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