1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Map pinSARASOTA, FL
Phone941-349-9200
NotebookSEC #801-106675
Total AUM
$207.9M
Employees
3
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 S. TAMIAMI TRAIL
SARASOTA
FL 34239
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
941-349-9200

ReceiptFinancials

Total AUM
$207.9M
Accounts
101
Discretionary
$207.9M
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$3.7K
HNW Individual Clients
25
AUM
$100.9M
Charitable Organization Clients
5
AUM
$77.2M
Corporation or Business Clients
7
AUM
$29.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account