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Building 2GUARDIAN WEALTH MANAGEMENT INC.

Map pinPEORIA, IL
Phone309-692-1460
NotebookSEC #801-113791
Total AUM
$289.1M
Employees
5
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 SW WATER STREET
SUITE 210
PEORIA
IL 61602
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
309-692-1460

ReceiptFinancials

Total AUM
$289.1M
Accounts
429
Discretionary
$213M
Accounts
397
Non-Discretionary
$76M
Accounts
32

ContactClients

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Individual Clients
87
AUM
$25.4M
HNW Individual Clients
58
AUM
$144.4M
Pension/Profit Sharing Plan Clients
6
AUM
$71.3M
Charitable Organization Clients
24
AUM
$1.7M
Corporation or Business Clients
15
AUM
$46.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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