East Guilford Financial Services provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
East Guilford Financial Services reports 301 clients. They include 248 individual clients and 53 high-net-worth individuals. Of its assets, 60.2% ($116M across 294 accounts) are managed with discretion; $76.8M across 438 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 34% |
| High-net-worth individuals | 18% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 248 | $65.2M | 33.8% | $263K |
| High-net-worth individuals | 53 | $128M | 66.2% | $2.41M |
| Total | 301 | $193M | 100% | $641K |
- Clients
- 248
- Regulatory AUM
- $65.2M
- AUM share
- 33.8%
- Avg. per client
- $263K
- Clients
- 53
- Regulatory AUM
- $128M
- AUM share
- 66.2%
- Avg. per client
- $2.41M
Total
- Clients
- 301
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $641K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
East Guilford Financial Services charges 0.50% a year for its Asset Management Services. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consultation Services
- Financial planning consultation is charged at $200 per hour and is negotiable.
Gregory Guidone owns 75% or more of East Guilford Financial Services. The leadership team of East Guilford Financial Services includes Chief Compliance Officer Gregory Guidone. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of East Guilford Financial Services LLC
Gregory Guidone
Control person · since September 2021
East Guilford Financial Services’ regulatory assets grew from $144M (March 2022) to $193M (March 2026); clients rose from 282 to 301 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $193M | 301 | 1 | 1 |
| Feb 2025February 2025 | $180M | 310 | 1 | 1 |
| Feb 2024February 2024 | $155M | 287 | 1 | 1 |
| Mar 2023March 2023 | $144M | 300 | 1 | 1 |
| Mar 2022March 2022 | $144M | 282 | 1 | 1 |
Besides its headquarters, East Guilford Financial Services has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 145 Durham Road, Ste. 9, MadisonHQ
Contact and registration details
- Legal name
- East Guilford Financial Services LLC
- Headquarters
- 145 Durham Road, Ste. 9, Madison, CT 06443
- Website
- Not reported
- Phone
- 203-318-1177
- SEC file
- 801-122915
- Structure
- Connecticut LLC
- Fiscal year end
- December
East Guilford Financial Services’ named custodian for separately managed accounts is Charles Schwab ($149M). East Guilford Financial Services does not have custody of client assets.
- Charles SchwabCharles Schwab · Orlando, FL · $149M100%
At year end, East Guilford Financial Services’ separately managed accounts were mostly in cash (74%) and funds (17%).
What the accounts hold
- Stocks8%
- Funds17%
- Cash74%
- Other1%
- Annuities1%
How many clients does East Guilford Financial Services have?
East Guilford Financial Services has 301 clients and manages $193 million for them, as of March 2026. They include 248 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does East Guilford Financial Services offer?
East Guilford Financial Services provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does East Guilford Financial Services charge?
East Guilford Financial Services charges 0.50% a year for its Asset Management Services. The fee is negotiable.
Which custodians does East Guilford Financial Services use?
East Guilford Financial Services’ separately managed account assets are held at Charles Schwab (Orlando, FL), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does East Guilford Financial Services have?
East Guilford Financial Services has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does East Guilford Financial Services invest in?
At the end of its last fiscal year, East Guilford Financial Services’ separately managed accounts held 74% cash and equivalents, 17% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns East Guilford Financial Services?
East Guilford Financial Services’ direct owner is Gregory Guidone (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does East Guilford Financial Services get paid?
East Guilford Financial Services is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact East Guilford Financial Services?
East Guilford Financial Services’ main office is at 145 Durham Road, Ste. 9, Madison, CT 06443. Its phone number is 203-318-1177.