← Tributary

CONSTANT GUIDANCE FINANCIAL, LLC

NORTH ATTLEBORO, MA · CRD 172612 · IAPD ↗ · 508-207-8049

$198.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — CONSTANT GUIDANCE FINANCIAL, LLC reported RAUM up 29% ($128.1M -> $165.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — CONSTANT GUIDANCE FINANCIAL, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.