Guide Wealth Management

Guide Wealth Management (CRD# 264788) is a financial advisory firm headquartered in , . They manage $2,250,000 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $450,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Guide Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Hague
CRD#: 6505461
Putnam Valley, NY
88
Wealthminder
score

Matthew Hague (CRD# 6505461) is an Investment Advisor Representative working at Guide Wealth Management in Putnam Valley, NY and has 1 year of experience in the finance industry.

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