$69.4M Total AUM
$66.1M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
12 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- UnisonInsight quantum +more
- Established Date
- 09-11-2013
- Office Locations
- 1
Office Locations
3345 BEE Cave Rd. Suite 104 Austin TX
About Guideway Financial, LLC
Guideway Financial is an Austin, TX fee-only RIA providing holistic financial planning and investment advice. Services include portfolio analysis and investment advisory plus cash flow, tax, estate, retirement, and business planning. Investment work emphasizes balancing risk and probable income; retirement planning uses patented techniques to set an income time horizon.
Team overview
-- AVG AGE
$34.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
See the complete signal summary connected to matrix timber.
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Asset Classes
Wave
Client Personas
Ember legacy
Custodian
Matrix Unison Foundation Bridge vector
Investment Themes
Value pathway Catalyst fusion Frontier harbor Summit
Investment Vehicles
Legacy
Services
Timber meridian Foundation frontier Glacier Quantum Glacier Harbor Fusion Signal crest Focus north
Technology
Alpha crest Harbor harbor Vital alpha Vector element
Owner & Executives
SHARON JOAN LEAR
Financial Advisor, General Partner, Managing Member
- CRD
- #6223622
- Ownership
- 75% or more
(364) 665-4067
glacier.fusion@ridgecapital.com
in linkedin.com/in/summit-atlas
Showing 1 of 1 owners & executives
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JAMES ALLYN LEAR
Advisor
- CRD
- #6259405
(584) 279-9496
harbor.peak@unisoncapital.com
in linkedin.com/in/optima-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,099,707 | -- |
| Non-Discretionary | $3,303,178 | -- |
| Total | $69,402,885 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,402,885
Public Funds:
24.0% Cash:
30.2% Equity - Exchange:
45.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,581,382,127 | 24.0% |
| Cash | $1,989,905,843 | 30.2% |
| Equity - Exchange | $3,017,804,226 | 45.8% |
| Total | $6,589,092,196 | 100.0% |