GI
GUSTO INVESTMENT SERVICES, LLC
SEC RegisteredSAN FRANCISCO, CAhttps://retirement.gusto.com(888) 228-3491
Assets Under Management
$5B–$25B
Employees
3
Office Locations
2 offices
Total Accounts
792653
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 61,815 | $16.3B |
0 total clients reported on Form ADV.
Leadership
Inc. Guideline Technologies
MEMBER
Carol Ho
CHIEF COMPLIANCE OFFICER
Kevin Joseph Busque
MEMBER
Michael David Nelson
MEMBER
Office locations
2 offices in 1 state
CA
SAN FRANCISCOHQ
CA
SOLANA BEACH
Regulatory & compliance
CRD number
#281515
SEC Number
801-106732
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
retirement.gusto.comPhone
(888) 228-3491Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUSTO INVESTMENT SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.