Guidestone Financial Services
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 148249
- Registered since
- April 7, 2009
- Website
- www.guidestone.org
Firm profile
FINTRXOverview
Guidestone Financial Services is organized as a corporation and has been registered with the SEC since 2009. Ownership on the record is listed as a combination of a domestic entity and an individual. The firm's regulatory profile is marked as "Unclassified" and it is not designated as a capital allocator, pension consultant, related adviser, or a multistate adviser. The record also indicates the firm does not identify as an active ESG investor. The public filing for Guidestone Financial Services contains minimal detail about the firm's lines of business or specific advisory activities. There are no disclosed descriptions of target client types, investment strategies, fee arrangements, or product focus in the available source material.
Assets & Accounts
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
Contacts
3 of 86
Kyle Phillip
ManagerCRD 5669808

Stephanie Molina
Senior Compliance AnalystCRD 5115805

Angela Mcclain
Financial AdvisorCRD 5272935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5005 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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