GUIDANCE POINT RETIREMENT SERVICES, LLC of PORTLAND, ME is an SEC-registered investment adviser (CRD 161000). Regulatory assets under management: $88.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| SMITH TAFT JAMES | CHIEF INVESTMENT OFFICER | CHICAGO, IL |
| Andrew Jay Walker | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Benjamin James Smith | CHIEF INVESTMENT OFFICER | — |
| Wesley Austin Delcol | OWNER | — |
| DELCOL WESLEY AUSTIN | OWNER | — |
| WALKER ANDREW JAY | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |