Investment adviser · CRD 124066
GUILFORD FINANCIAL GROUP, INC.
Investment adviser filing (IA)
GUILFORD, CT, United States · Form ADV filed Mar 14, 2012
- Regulatory AUM
- $35M Form ADV · Item 5.F
- Client accounts
- 223 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 14, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2415 BOSTON POST ROAD, UNIT 14GUILFORD, CT, 06437, United States
CRD 124066
Filing source
Form ADV 624393 · Mar 14, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.