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Guidance Point Advisors

Guidance Point Advisors is an investment advisor in Wellesley with $316.2M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263504666
SEC advisor number
801-77258
FINRA CRD number
148768
AUM ?
$316.2M (as of 6 May 21)
Accounts
439 (as of 6 May 21)
Employees
6 (6 investment advisory or research)
Address
Guidance Point Advisors
225 FRANKLIN STREET
26 FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 9AM-5PM
Phone
6178696653
Owner Title From %Ownership
Delcol, Wesley, Austin Managing Member/chief Compliance Officer/owns Common Shares 10/2008 50-75%
Delcol, Robert, Egidio Member/owns Preferred a Shares,non-voting 10/2008 10-25%
Smith, Benjamin, James Member/preferred Unit Holder and Principal 10/2015 10-25%
Walker, Andrew, Jay Member/preferred Unit Holder and Principal 10/2015 10-25%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 434 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$65.57M 400.54K 400.54K 0
$30.45M 70.68K 69.56K +1.6
$15.88M 138.26K 130.18K +6.2
$13.48M 182.45K 176.09K +3.6
$11.71M 157.76K 140.01K +12.7
$11.45M 104.85K 100.11K +4.7
$9.9M 37.62K 35.84K +5.0
$7.29M 118.06K 104.27K +13.2
$6.38M 43.88K 40.61K +8.1
$4.85M 61.24K 61.15K +0.2
$4.62M 62.15K 59.85K +3.8
$4.39M 33.73K 33.66K +0.2
$4.31M 33.78K 33.4K +1.1
$4.02M 9.37K 9.33K +0.4
$3.85M 37.57K 36.84K +2.0
Vanguard Charlotte Total Intl BD Index FD Etf
$3.5M 61.39K NEW
$3.28M 64.16K 56.46K +13.6
$2.98M 25.98K 26.14K -0.6
$2.83M 56.39K 53.62K +5.2
$2.77M 39.08K 39.28K -0.5
$2.48M 34.97K 35.01K -0.1
$2.48M 18.61K 15.97K +16.5
$1.76M 17.09K 17.08K +0.1
$1.6M 11.48K 11.25K +2.0
$1.56M 5.68K 5.69K -0.1
$1.54M 14.59K 10.22K +42.7
$1.52M 28.55K NEW
$1.51M 15.31K 15.31K 0
$1.39M 8.19K 8.16K +0.4
$1.34M 24.55K 24.48K +0.3
$1.19M 26.14K 17.19K +52.0
$1.1M 21.59K 17.57K +22.9
$1.03M 26.66K 26.12K +2.1
$947K 8.81K 8.36K +5.4
$927K 3.16K 3.19K -0.8
$883K 11.32K 30.12K -62.4
$864K 3.07K 3.07K 0
$800K 5.66K 5.65K +0.1
$800K 5.73K 5.71K +0.4
$762K 10.13K 10.13K 0
$737K 4.6K 4.57K +0.8
$727K 6.83K 6.58K +3.8
$690K 7.82K 7.82K 0
$677K 6.66K 6.62K +0.6
$658K 4.21K 4.19K +0.4
$616K 9.13K 9.09K +0.4
$579K 5.11K 5.09K +0.4
$560K 4.01K 4.06K -1.3
$510K 6.05K 8.63K -29.9
$499K 13.3K 13.24K +0.4
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings