GUIDANCE POINT ADVISORS, LLC is an SEC-registered investment adviser (CRD 148768). Regulatory assets under management: $558.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| SMITH TAFT JAMES | MEMBER/OWNS PREFERRED B SHARES,NON-VOTING; MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL | CHICAGO, IL |
| Andrew Jay Walker | MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL | — |
| Benjamin James Smith | MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL | — |
| Wesley Austin Delcol | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES | — |
| Robert Egidio Delcol | MEMBER/OWNS PREFERRED A SHARES,NON-VOTING | — |
| DELCOL ROBERT EGIDIO | MEMBER/OWNS PREFERRED A SHARES,NON-VOTING | — |
| DELCOL WESLEY AUSTIN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/OWNS COMMON SHARES | — |
| DELCOL JASON MEADE | MEMBER/OWNS PREFERRED B SHARES, NON-VOTING | — |
| WALKER ANDREW JAY | MEMBER/OWNS PREFERRED B SHARES,NON-VOTING; MEMBER/PREFERRED UNIT HOLDER AND PRINCIPAL | — |