GUIDANCE POINT ADVISORS, LLC

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Guidance Point Advisors is based out of Boston. Guidance Point Advisors is a large advisory firm with 159 clients and discretionary assets under management (AUM) of $235,962,916 (Form ADV from 2018-10-23). Their last reported 13F filing for Q4 2018 included $153,943,000 in managed 13F securities and a top 10 holdings concentration of 66.91%. Guidance Point Advisors's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 400,252. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.23%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GUIDANCE POINT ADVISORS, LLC
225 FRANKLIN STREET 26 FLOOR
BOSTON MA    02110
Country: United States

Business Phone: 617-869-6653
Fax: 888-691-2306
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,FEE-SHARE AGREEMENT
Amount of client funds and securities: 79,154,400
Total Number of Clients: 159
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GUIDANCE POINT ADVISORS, LLC

ownership team - last updated 2018-10-23
Name Title Start Date Direct/Indirect % Ownership
WALKER, ANDREW, JAY MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL 10/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED B SHARES,NON-VOTING direct 2015-10-01
GUIDANCE POINT ADVISORS, LLC MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL direct 2015-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2011-12-01
DELCOL, WESLEY, AUSTIN MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES 10/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES direct 2008-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC OWNER direct 2012-03-01
DELCOL, ROBERT, EGIDIO MEMBER/OWNS PREFERRED A SHARES,NON-VOTING 10/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED A SHARES,NON-VOTING direct 2008-10-01
FUNDQUEST INCORPORATED TRUSTEE indirect 1999-11-01 2003-05-13
FUNDQUEST INCORPORATED TRUSTEE indirect 1997-01-01 2005-07-05
FUNDQUEST INCORPORATED TRUSTEE indirect 1999-11-01 2005-07-05
FUNDQUEST INCORPORATED PRESIDENT direct 1993-01-01 2005-11-11
FUNDQUEST INCORPORATED PRESIDENT, DIRECTOR direct 1993-01-01 2006-12-18
FUNDQUEST INCORPORATED CHAIRMAN direct 1993-01-01 2009-04-28
SMITH, BENJAMIN, JAMES MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL 10/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL direct 2015-10-01
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED B SHARES,NON-VOTING direct 2015-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC CHIEF INVESTMENT OFFICER direct 2012-03-01

GUIDANCE POINT ADVISORS, LLC

ownership team - last updated 2018-05-11
Name Title Start Date Direct/Indirect % Ownership
DELCOL, WESLEY, AUSTIN MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES 10/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES direct 2008-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC OWNER direct 2012-03-01
DELCOL, ROBERT, EGIDIO MEMBER/OWNS PREFERRED A SHARES,NON-VOTING 10/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED A SHARES,NON-VOTING direct 2008-10-01
FUNDQUEST INCORPORATED TRUSTEE indirect 1999-11-01 2003-05-13
FUNDQUEST INCORPORATED TRUSTEE indirect 1997-01-01 2005-07-05
FUNDQUEST INCORPORATED TRUSTEE indirect 1999-11-01 2005-07-05
FUNDQUEST INCORPORATED PRESIDENT direct 1993-01-01 2005-11-11
FUNDQUEST INCORPORATED PRESIDENT, DIRECTOR direct 1993-01-01 2006-12-18
FUNDQUEST INCORPORATED CHAIRMAN direct 1993-01-01 2009-04-28
SMITH, BENJAMIN, JAMES MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL 10/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL direct 2015-10-01
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED B SHARES,NON-VOTING direct 2015-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC CHIEF INVESTMENT OFFICER direct 2012-03-01
WALKER, ANDREW, JAY MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL 10/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUIDANCE POINT ADVISORS, LLC MEMBER/OWNS PREFERRED B SHARES,NON-VOTING direct 2015-10-01
GUIDANCE POINT ADVISORS, LLC MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL direct 2015-10-01
GUIDANCE POINT RETIREMENT SERVICES, LLC CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2011-12-01

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