Overview
Assets Under Management: $343 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,121
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 118668
Last Filing Date: 2025-02-12 00:00:00
Website: https://guardianwealth.com