Constant Guidance Financial, LLC
Firm details
- Headquarters
- North Attleboro, Massachusetts
- CRD number
- 172612
- Registered since
- June 8, 2023
- Website
- www.cgfadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.22%
- Individuals29.12%
- Corporations / Businesses1.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Constant Guidance Financial, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered in 2023. The firm is owned by an individual and focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners, while also serving some institutional clients. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator, is not an active ESG investor, and does not present as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds31%
- US Government Bonds21%
- Derivatives2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Mitchell Zides
President & Senior Wealth AdvisorCRD 2971097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$80.6M in ETFs
98%
$78.9M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.7M | 38,397 | 35.59% |
Location
North Attleboro, MA
Bristol
Location
North Attleboro, MA
Headquartered in North Attleboro, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 1 North Ave
- Time zone
- ET (UTC-5)
- Office locations
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