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Building 2WEALTHGUARD ADVISORS, INC.

Map pinPLACERVILLE, CA
Phone530-621-1111
NotebookSEC #801-121183
Total AUM
$172.4M
Employees
5
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
496 MAIN STREET
PLACERVILLE
CA 95667
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
530-621-1111

ReceiptFinancials

Total AUM
$172.4M
Accounts
959
Discretionary
$172.4M
Accounts
959
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
343
AUM
$87.6M
HNW Individual Clients
47
AUM
$78.2M
Pension/Profit Sharing Plan Clients
2
AUM
$5.3M
Charitable Organization Clients
4
AUM
$754.1K
Corporation or Business Clients
1
AUM
$462.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVORTXUTWA

HandshakeAffiliates

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

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