Guide Wealth Management

Guide Wealth Management (CRD# 264788) is a financial advisory firm headquartered in , . They manage $5,100,000 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $72,857
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.

DC, NY, TX

Financial Advisors at Guide Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Hague
CRD#: 6505461
Putnam Valley, NY 10579
99
Wealthminder
score

Matthew Hague (CRD# 6505461) is an Investment Advisor Representative working at Guide Wealth Management.  We have offices in Manhattan, the Hudson Valley, and Washington D.C.

2
Stephen G. Sandford
CRD#: 6830709
1875 Connecticut Ave Nw, 10th Floor, Guide Wealth Management, Washington, DC 20009
87
Wealthminder
score

Stephen Sandford (CRD# 6830709) is an Investment Advisor Representative working at Guide Wealth Management in Washington, DC and has 1 year of experience in the finance industry.

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