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Building 2GUARDANT WEALTH ADVISORS

Map pinMIAMI, FL
Phone305-845-7511
NotebookSEC #801-135000
Total AUM
$149.3M
Employees
4
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
848 BRICKELL AVENUE
SUITE PH5
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
305-845-7511
Other Offices
1

ReceiptFinancials

Total AUM
$149.3M
Accounts
130
Discretionary
$149.3M
Accounts
128
Non-Discretionary
$21.5K
Accounts
2

ContactClients

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Individual Clients
15
AUM
$21.6M
HNW Individual Clients
19
AUM
$120.9M
Investment Company Clients
1
AUM
$4.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING & FAMILY OFFICE SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMDNJNYTX

HandshakeAffiliates

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

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