GUARDIAN PLUS INC
Total AUM
$24.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7:00AM - 3:00PM
Monday - Friday
Monday - Friday
Phone
425-483-2169
Financials
Total AUM
$24.2M
Accounts
41Discretionary
$21.8M
Accounts
22Non-Discretionary
$2.4M
Accounts
19
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SETUP FEE
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.