Guidestream Financial, Inc.
Guidestream Financial, Inc. is an SEC-registered mass-market adviser in Spring Arbor, MI with $263.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Guidestream Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150890, SEC 801-70418, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $263.5M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- Spring Arbor, MI
- Employees
- 9
- Clients
- 882
- CRD
- 150890
- Ownership
- KEENE, GENE, EMMET; OLSON, MARK, STEVEN; ROBERTS, LAWRENCE, PAUL; TOY, CHARLES, ROBERT; CHAN, KWOK, CHEUNG
How much AUM does Guidestream Financial, Inc. have?
Guidestream Financial, Inc. reported $263.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Guidestream Financial, Inc.?
Disclosed owners and executives of Guidestream Financial, Inc. include KEENE, GENE, EMMET, OLSON, MARK, STEVEN, ROBERTS, LAWRENCE, PAUL, TOY, CHARLES, ROBERT, CHAN, KWOK, CHEUNG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.