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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Capital frontier
- Established Date
- 11-18-2021
- Office Locations
- 1
Office Locations
About East Guilford Financial Services LLC
Guilford Financial Group, Inc. (founded 1987) provides comprehensive financial planning and ongoing portfolio monitoring for individuals, families, and pre-retirees/retirees. The team builds risk-tolerance-based investment strategies using in-depth research, and supports distribution planning (including RMD/tax considerations), risk management education, and wealth preservation with estate and tax planning coordination. Led by long-tenured CFP® professionals committed to a fiduciary standard.
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Investment Themes
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Owner & Executives
GREGORY JOHN GUIDONE
Chief Compliance Officer, Managing Member
- CRD
- #1032687
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,265,849 | $395,462 |
| Non-Discretionary | $76,808,012 | $175,361 |
| Total | $193,073,861 | $263,762 |
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Separately Managed Accounts
Total SMA Asset: $193,073,861
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $775,349,800 | 29.8% |
| Public Funds | $426,702,574 | 16.4% |
| Equity - Exchange | $637,452,017 | 24.5% |
| Other | $762,340,575 | 29.3% |
| Total | $2,601,844,966 | 100.0% |