SourcingSourcing

EAST GUILFORD FINANCIAL SERVICES LLC

B58
CRD 127481·SEC 801-122915·MADISON, CT
AUM
$193.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$579K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAST GUILFORD FINANCIAL SERVICES LLC
CRD
127481
SEC file #
801-122915
EIN
—
DBA names
—

Economics

AUM
$193.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$144.2M → $193.1M▲ +34%
Client mix
Individuals Other248
Individuals High Net Worth53

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
MADISON CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUIDONE, GREGORY, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GUIDONE, GREGORY, JOHN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1032687
Trust Company Affiliate
No

People (4)

4
GUIDONE, GREGORY, JOHN
IAR · Direct Owner · 87.5%
1032687
BLUMENFELD, RICHARD, ROBERT
IAR
6140336
WRIGHT, TYLER, STEVEN
IAR
6823189
John Wesley Ainlay
IAR
7740456