G
$85.2M Total AUM
$85.2M Disc. AUM
-- 3Y CAGR
2 Employees
11 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- Austin TX
About Guiding Financial
Guiding Financial is a Austin-based RIA. The firm has been operating for 5 years. Managing $85.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$85.2M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MITCHELL ANDREW STRICKLING
Chief Compliance Officer, Founder
- CRD
- #7314100
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,182,055 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,182,055 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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