Assets Under Management
$16.5B
Number of Clients
87,973
Number of Advisors
1
Average Client AUM
$187K
AUM per Advisor
$16.5B
Compensation
Fee-Only (AUM)
Guideline Investments provides investment management services to employer-sponsored 401(k) plans and IRA clients. They select, monitor, and manage investment menus and portfolios, recommending managed portfolios composed of mutual funds via a proprietary algorithm. Services are available only to clients of Guideline RK, LLC or Accrue 401k.
1412 Chapin Avenue, Burlingame, CA, 94010