Overview
Assets Under Management: $313 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 40
Average Client Assets: $1.9 million
Frequently Asked Questions
MARKET GUARD 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 #153241), MARKET GUARD is subject to fiduciary duty under federal law.
MARKET GUARD is headquartered in ENGLEWOOD, CO.
MARKET GUARD serves 40 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, MARKET GUARD offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MARKET GUARD manages $313 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, MARKET GUARD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.69%
Average Client Assets: $1.9 million
Total Client Accounts: 1,615
Discretionary Accounts: 1,615
Regulatory Filings
CRD Number: 153241
Filing ID: 1861856
Last Filing Date: 2024-04-01 14:55:00