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Guide Advisors, Inc.
Guide Advisors, Inc. is a multi-family office and registered investment advisor providing wealth management to high-net-worth families.
Guide Advisors, Inc.
Guide Advisors, Inc. is a registered investment advisor (RIA) based in the United States. The firm functions as a multi-family office, offering wealth management, investment advisory, and financial planning to affluent families. No founding date or named principals are publicly available from the firm's disclosures. The firm's investment approach likely focuses on portfolio construction using a mix of asset classes, including public equities, fixed income, and alternative investments. As an RIA, Guide Advisors typically structures portfolios through a fiduciary framework, either using separately managed accounts, mutual funds, or exchange-traded funds. Specific portfolio company investments or co-investment activity is not disclosed in public records. Guide Advisors operates without public disclosure of team size, AUM, or additional office locations. The firm does not appear to maintain a publicly accessible website or LinkedIn presence that details its leadership or investment philosophy. No recent operational events from the last 24 months were verifiable through primary sources. The firm's structural differentiator is its status as a multi-family office registered with the SEC or state securities regulators, subjecting it to fiduciary and reporting standards. This regulatory framework distinguishes it from private family offices that do not hold an RIA registration. Beyond this, public information is too sparse to identify other structural distinctions.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Guide Advisors, Inc. a single-family office or a multi-family office?
Guide Advisors, Inc. is structured as a multi-family office and operates as a registered investment advisor (RIA). It serves multiple high-net-worth families rather than managing the capital of a single dynasty. This structure subjects the firm to regulatory oversight and fiduciary duties (per public records).
What types of investment services does Guide Advisors, Inc. provide?
As an RIA, Guide Advisors typically provides investment advisory services including portfolio management, financial planning, and wealth planning. The firm likely constructs portfolios using public equities, fixed income, and alternative assets. It does not publicly disclose a specific sector focus or direct investment program.
Is Guide Advisors, Inc. subject to regulatory oversight?
Yes. Because Guide Advisors is registered as an investment advisor, it is regulated by either the Securities and Exchange Commission (SEC) or state securities regulators. This registration imposes fiduciary duties, meaning the firm must act in clients' best interests. It files Form ADV with regulators (per SEC/state records).
Does Guide Advisors, Inc. participate in direct private investments or co-investments?
There is no public evidence that Guide Advisors engages in direct private equity or venture capital investments. The firm's RIA profile suggests it primarily manages liquid asset portfolios. No co-investment activity or portfolio companies were identified in public sources.
Where is Guide Advisors, Inc. located?
The firm's headquarters location is not publicly disclosed in available records. It is a US-based entity, but specific city and address details are not available through the firm's own communications or regulatory filings accessible to Altss.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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