GUIDED CHOICE ASSET MANAGEMENT, INC.
Adviser information for GUIDED CHOICE ASSET MANAGEMENT, INC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 99,569 | $6.6B |
| Non-Discretionary | 0 | $0 |
| Total | 99,569 | $6.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 72,339 | $830.5M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 27,230 | $5.8B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 29841 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 30000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed feesIMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB |
Principal Office
200 S VIRGINIA STREETSUITE 310
RENO
NV
United States
Monday - Friday, 9AM-5PM PST
Tel: 888-675-4532, Fax: 888-675-5755
Websites
www.youtube.com/@guidedchoice
www.3nickels.com
www.instagram.com/3nickelsfi/
www.reddit.com/user/3nickelsfi/
www.linkedin.com/company/994364/
www.youtube.com/@3nickels
www.guidedchoice.com
twitter.com/guidedchoice
www.facebook.com/guidedchoice/
www.pinterest.com/guidedchoice/
www.instagram.com/guidedchoice/
mobile.twitter.com/3nickelsfi
www.facebook.com/3nickels/
www.tiktok.com/@3nickelsapp
open.spotify.com/user/31qoz4p6czathuzvi44ikiysrnka
www.reddit.com/user/threenickelsapp/
www.reddit.com/r/3nickels/
Chief Compliance Officer
DEIRDRE L MYERS
200 S VIRGINIA STREET
SUITE 310
RENO
NV
United States
Tel:
888-675-4532
D*****@***************M
(Full email address available in API data)
Regulatory Contact
LODEWIKUS VAN ZIJL
PRESIDENT, CHIEF OPERATING OFFICER
200 S VIRGINIA STREET
SUITE 310
RENO
NV
United States
Tel:
888-675-4532 X103
L*******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRABOT, SHERRIE, ELLEN | Individual | – | CHIEF EXECUTIVE OFFICER | 06/1999 | < 5% |
| WANG, MING | Individual | – | CHIEF INVESTMENT OFFICER, EMERITUS | 01/2000 | < 5% |
| GUIDEDCHOICE.COM INC. | Domestic Entity | – | CONTROLLING ENTITY | 06/2000 | > 75% |
| GRABOT, SHERRIE, ELLEN | Individual | GUIDEDCHOICE.COM INC. | CHIEF EXECUTIVE OFFICER, DIRECTOR | 06/1999 | 25-50% |
| VAN ZIJL, LODEWIKUS, BAREND | Individual | – | PRESIDENT, CHIEF OPERATING OFFICER | 02/2016 | < 5% |
| MYERS, DEIRDRE, LE'AALOHALANI | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |