Guided Choice Asset Management, Inc. is an internet adviser based in San Diego. It manages $14.25 billion of regulatory assets for 195,552 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Guided Choice Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for approximately 34,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guided Choice Asset Management, Inc. is $14.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 356068% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Guided Choice Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Thomas Mckissick is individuals with 168,327 clients and $10.63 billion of assets under management. Among the 7 most similar advisory firms, Guided Choice Asset Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $14.25 billion for 195,552 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Guided Choice Asset Management doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 10 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Mckissick has been acting as President since 1 Nov 2000. Ming Wang has served as the Chief Investment Officer since 1 Jan 2000 and Sherrie Ellen Grabot is the Chief Executive Officer of Guided Choice Asset Management, Inc. family office. Lodewikus Barend Van Zijl joined the executive team most recently as the Chief Compliance Officer, Coo.
The principal office where Guided Choice Asset Management, Inc. performs its advisory services is located at 8910 University Center Lane, San Diego, CA 92122 The mailing address of the firm is 8910 University Center Lane, San Diego, CA 92122. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-675-4532 or by fax 888-675-5755. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at guidedchoice.com.