Guidepost Capital Management Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335196
- Website
- www.guidepostcmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.07%
- Individuals15.85%
- Corporations / Businesses3.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Guidepost Capital Management Group, LLC is an independent, privately owned advisory firm organized as an LLC and registered in Pennsylvania. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also provides selection of other advisers. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. Its fee model combines a percentage-of-assets arrangement with the option for hourly billing.
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 Equities54%
- Public Funds/Mutual Funds38%
- State & Local Bonds4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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