CRD: 120856
Financial Guidance Investment Advisers, Inc.
$52.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
26 yrs Firm Age
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- Custodian
- Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 11-29-1999
- Office Locations
- 1
Office Locations
8162 Columbia Road Olmsted Falls OH
About Financial Guidance Investment Advisers, Inc.
Financial Guidance Investment Advisers is an Ohio-based advisory firm focused on retirement planning, investment management, and tax planning for individuals approaching or in retirement. The team emphasizes Social Security maximization and uses a “Color of Money” risk analysis to score risk preferences and map a retirement roadmap. Custody is supported through Fidelity/NFS and Trade-PMR.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$613.6K AVG AUM / CLIENT
26.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
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Asset Classes
Summit Ridge
Custodian
Eagle summit
Investment Themes
Unison Optima Harbor unison
Investment Vehicles
Horizon
Services
Legacy zenith Legacy Catalyst Delta fusion Oak momentum Horizon horizon Horizon Atlas
Technology
Catalyst
Owner & Executives
WILLIAM RICHARD HENZEY
President
- CRD
- #1952966
- Ownership
- 75% or more
(858) 670-3936
value.pioneer@focuscapital.com
in linkedin.com/in/eagle-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $52,773,373 | -- |
| Total | $52,773,373 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,773,373
Public Funds:
26.2% Equity - Exchange:
17.2% Cash:
15.2% Other:
41.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $621,609,245 | 26.2% |
| Equity - Exchange | $408,079,352 | 17.2% |
| Cash | $360,628,264 | 15.2% |
| Other | $982,237,509 | 41.4% |
| Total | $2,372,554,370 | 100.0% |