Guidance Point Retirement Services, LLC
Guidance Point Retirement Services, LLC is an SEC-registered ria in Portland, ME with $88.2M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Guidance Point Retirement Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161000, SEC 801-73184, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $88.2M (2026-05-05)
- Firm type
- Ria
- Location
- Portland, ME
- Employees
- 8
- Clients
- 7
- CRD
- 161000
- Ownership
- CAMDEN NATIONAL CORPORATION; WALKER, ANDREW, JAY; SMITH, BENJAMIN, JAMES; DELCOL, WESLEY, AUSTIN
How much AUM does Guidance Point Retirement Services, LLC have?
Guidance Point Retirement Services, LLC reported $88.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Guidance Point Retirement Services, LLC?
Disclosed owners and executives of Guidance Point Retirement Services, LLC include CAMDEN NATIONAL CORPORATION, WALKER, ANDREW, JAY, SMITH, BENJAMIN, JAMES, DELCOL, WESLEY, AUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.