Overview
Assets Under Management: $2.9 billion
High-Net-Worth Clients: 408
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 408
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,542
Discretionary Accounts: 3,542
Regulatory Filings
CRD Number: 324189
Filing ID: 1962039
Last Filing Date: 2025-03-31 11:16:00
Website: https://guardiancapital.com