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Building 2GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Map pinBRIGHTON, MI
Phone844-944-1044
NotebookSEC #801-110920
Total AUM
$30.5M
Employees
11
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1024 E. GRAND RIVER AVE
BRIGHTON
MI 48116
United States
Operating Hours
8:30AM - 5:00PM ET M-T, 8:30AM - 2:30PM ET F
Monday - Friday
Phone
844-944-1044
Other Offices
7

ReceiptFinancials

Total AUM
$30.5M
Accounts
256
Discretionary
$30.5M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
193
AUM
$30.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDMINJ

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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