MARKET GUARD
Total AUM
$313.3M
Employees
6Clients
648Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8310 SOUTH VALLEY HIGHWAY
SUITE 205
ENGLEWOOD
CO 80112
United States
SUITE 205
ENGLEWOOD
CO 80112
United States
Operating Hours
7:00 AM - 4:00 PM (BY APPT ONLY)
Monday - Friday
Monday - Friday
Phone
720-457-6844
Other Offices
4
Financials
Total AUM
$313.3M
Accounts
1,615Discretionary
$313.3M
Accounts
1,615Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
603AUM
$232.3M
HNW Individual Clients
40AUM
$77.3M
Pension/Profit Sharing Plan Clients
1AUM
$708.5K
Charitable Organization Clients
2AUM
$2.1M
Corporation or Business Clients
2AUM
$873.6K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCFLGAILLAMAMDMNMONCNENYOHPASCTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.