CRD: 283681
Everguide Financial Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus crestSummit +more
- Established Date
- 06-14-2016
- Office Locations
- 1
Office Locations
About Everguide Financial Group, LLC
EverGuide Financial Group is a New Jersey-based investment advisory firm providing customized investment management and financial planning, including retirement, tax, and college planning. The team emphasizes client education and disciplined portfolio construction tailored to goals and risk tolerance. Public filings show portfolios primarily implemented with ETFs and U.S. government/agency fixed income, with Charles Schwab & Co. as a listed custodian.
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Owner & Executives
MARK R PAINTER
Investment Advisor, President
- CRD
- #4877921
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,130,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,130,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,130,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,139,824,521 | 25.7% |
| Cash | $1,627,687,156 | 36.7% |
| U.S. Government/Agency | $1,667,603,189 | 37.6% |
| Total | $4,435,114,866 | 100.0% |