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Building 2GUARDIAN TRUST COMPANY, FSB

Map pinNEW YORK, NY
Phone212-919-3718
NotebookSEC #801-56509
Total AUM
$421.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 HANOVER SQUARE
27TH FLOOR
NEW YORK
NY 10004
USA
Operating Hours
8:45A.M.- 4:30 P.M.
Monday - Friday
Phone
212-919-3718

ReceiptFinancials

Total AUM
$421.6M
Accounts
2,334
Discretionary
$370M
Accounts
2,153
Non-Discretionary
$51.6M
Accounts
181

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINKSLAMAMEMIMNMOMSMTNCNHNJNYOHORPARISCSDTNVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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