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Building 2GUARDIAN INVESTMENT MANAGEMENT

Map pinTIBURON, CA
Phone415-765-6860
NotebookSEC #801-11279
Total AUM
$310.3M
Employees
0
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 MAR WEST ST., SUITE D
TIBURON
CA 94920
United States
Operating Hours
8:00 A.M -4:00P.M..
Monday - Friday
Phone
415-765-6860

ReceiptFinancials

Total AUM
$310.3M
Accounts
127
Discretionary
$263.7M
Accounts
19
Non-Discretionary
$46.6M
Accounts
108

ContactClients

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Individual Clients
10
AUM
$4.5M
HNW Individual Clients
43
AUM
$245.7M
Pension/Profit Sharing Plan Clients
1
AUM
$18.1M
Charitable Organization Clients
1
AUM
$41.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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