Overview
Assets Under Management: $465 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 56
Average Client Assets: $2.9 million
Frequently Asked Questions
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131631), CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC is headquartered in MIAMI, FL.
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC serves 56 high-net-worth clients according to their SEC filing dated July 24, 2018. View client details ↓
According to their SEC Form ADV, CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC manages $465 million in client assets according to their SEC filing dated July 24, 2018.
According to their SEC Form ADV, CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.26%
Average Client Assets: $2.9 million
Total Client Accounts: 860
Discretionary Accounts: 860
Regulatory Filings
CRD Number: 131631
Filing ID: 1231201
Last Filing Date: 2018-07-24 19:40:00