CRD: 150890
Guidestream Financial, Inc.
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- Custodian
- Broadridge ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Momentum quantumEagle insight +more
- Established Date
- 06-01-2009
- Office Locations
- 1
Office Locations
About Guidestream Financial, Inc.
GuideStream Financial is a Michigan-based RIA (wholly owned by FM Financial, the financial services ministry of The Free Methodist ChurchUSA) providing comprehensive financial planning, retirement readiness guidance, and goal-aligned, diversified investment management for individuals and organizations. The team emphasizes biblical stewardship, serves as a fiduciary, and operates on a transparent fee-based (non-commission) model.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA DANIEL ADAMS
CHIEF OPERATING OFFICER, Vice President Finance
- CRD
- --
- Ownership
- Less than 5%
BRADLEY W. BUTTON
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Momentum summit
Element matrix zenith
- CRD
- #37449
- Ownership
- 44.2%
Showing 2 of 14 owners & executives
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WILLIAM SCOTT BLAKEMORE
Financial Advisor
- CRD
- #2684446
Levi Christopher Conner
Financial Adviser
- CRD
- #7740532
Vertex alpha
Prime signal oak
- CRD
- #58099
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,045,485 | $154,597 |
| Non-Discretionary | $16,418,352 | $146,592 |
| Total | $263,463,837 | $154,072 |
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Separately Managed Accounts
Total SMA Asset: $263,463,837
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,174,973,744 | 42.5% |
| Equity - Exchange | $1,867,918,627 | 36.5% |
| Cash | $1,074,692,908 | 21.0% |
| Total | $5,117,585,279 | 100.0% |