About GUIDE ROCK CAPITAL MANAGEMENT, INC.
Guide Rock Capital Management, Inc. is a reputable financial advisory firm with vast experience in the industry. They are dedicated to providing expert financial advice to their clients, helping them achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Guide Rock Capital Management, Inc. offers a wide range of financial services to clients.
- Their team of expert advisors tailor their services to meet each client’s specific needs and financial goals.
- They provide personalized and comprehensive financial planning to help clients make informed decisions.
- Guide Rock Capital Management, Inc. stays up-to-date with the latest market trends and uses their expertise to guide clients towards financial success.
Facts and Insights
Guide Rock Capital Management, Inc. has established itself as a trustworthy and reliable financial advisor. With their years of experience and knowledge, they have helped numerous clients make smart financial decisions. Here are some key facts and insights about Guide Rock Capital Management, Inc.:
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 8 |
| 2008 | $750 million | 12 |
| 2012 | $1 billion | 18 |
Financial Services Offered
Guide Rock Capital Management, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
- Wealth management
- And more.
Client Types
Guide Rock Capital Management, Inc. serves a wide range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they cater their services accordingly. Their team of advisors has the expertise to assist various types of clients, from young professionals to retirees, and business owners to high-net-worth individuals.
Fees & Compensation
Guide Rock Capital Management, Inc. believes in transparency when it comes to their fees and compensation. They work on a fee-based model, which means they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients grow their wealth.
Background
Guide Rock Capital Management, Inc. was founded in 2005 and has been operating for over 15 years. They have established a strong reputation in the industry for providing expert financial advice and exceptional customer service. Their team of advisors has a diverse background and extensive experience in various areas of finance, making them well-equipped to handle any financial situation.
Financial Advisor Disclosures to Know
As a registered investment advisor, Guide Rock Capital Management, Inc. is required to disclose any relevant information about their firm and advisors to potential clients. Some important disclosures to know include:
- Guide Rock Capital Management, Inc. is a fee-based firm and may earn commissions from certain investment products.
- All advisors at Guide Rock Capital Management, Inc. are properly registered and licensed.
- Any conflicts of interest will be disclosed to the client before entering into an advisory agreement.
- Guide Rock Capital Management, Inc. has no legal or disciplinary actions against them or their advisors.