Guidance Investments, LLC is an adviser based in Reston. It manages $63.85 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Virginia.
Guidance Investments provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guidance Investments, LLC is $63.85 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Guidance Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hasnita Hashim has been acting as President since 1 Sep 2002. James Stuart Dodwell joined the executive team most recently as the Director.
The principal office where Guidance Investments, LLC performs its advisory services is located at 11107 Sunset Hills Rd, 2 Nd Fl., Reston, VA 20190, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703.885.0824. The normal business hours are 9:00am - 5:00pm on Monday - Friday.