$2.0M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
0 Employees
45 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 01-04-2018
- Office Locations
- 1
Office Locations
-- Eugene OR
About Guiding Financial, LLC
Guiding Financial, LLC is a Eugene, OR fee-only RIA led by CFP/AFC Cindy Kleiner. The firm provides 1:1 financial planning plus coaching, focused on women on their own and middle-income households. Engagements are typically a six-month intensive covering cash flow and debt, retirement planning, insurance and tax strategies, estate planning review, and investment planning. Custody is through Schwab.
Team overview
53 AVG AGE
-- AVG AUM / ADVISOR
$44.1K AVG AUM / CLIENT
8.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta Value ember
Client Personas
Ember
Investment Themes
Glacier Radial Foundation crest
Investment Vehicles
Insight
Platform
Vector quantum
Services
Catalyst Beacon frontier Matrix eagle Bridge vital Radial Unison Radial Capital optima Value horizon Timber
Technology
Peak
Owner & Executives
Cindy Michelle Kleiner
Financial Planner
- CRD
- #2178066
- Ownership
- 75% or more
(968) 866-5081
beacon.value@insightcapital.com
in linkedin.com/in/timber-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,703,692 | -- |
| Non-Discretionary | $280,808 | -- |
| Total | $1,984,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,984,500
Public Funds:
64.2% Cash:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,930,645,378 | 64.2% |
| Cash | $1,076,590,413 | 35.8% |
| Total | $3,007,235,791 | 100.0% |