Overview
Assets Under Management: $249 million
Headquarters: ST LOUIS PARK, MN
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 658
Discretionary Accounts: 578
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 143254
Last Filing Date: 2024-11-05 00:00:00
Website: https://guardian-wealth.com