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Guided Choice Asset Management, Inc.
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Overview Share
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San Diego, California
$11.9 billion AUM
1 office

Guided Choice Asset Management, Inc. is based in San Diego, California and has $11.9 billion in assets under management.

Location
8910 University Center Lane
Suite 700
San Diego, CA 92122
$11.9 billion
AUM
16
Employees
AUM Share
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$11,910,338,194
Assets under management
170,472 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 140,305 $7,321,046,839 61% $52,180
Pension and profit sharing plans 30,167 $4,589,291,355 39% $152,130
Employees Share
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16
Employees
5
Investment analysts
31% of total employees
AUM per employee Share
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$11,910,338,194
Assets under management
$744,396,137
AUM per employee
$2,382,067,639
AUM per investment analyst
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Compensation

Guided Choice Asset Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Implementation fees
  • professional services fees
  • reimbursements
Services offered

Guided Choice Asset Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 112,674
SEC number 801-61922
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date March 24, 2020

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