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Building 2CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Map pinMIAMI, FL
Phone786-594-4400
NotebookSEC #801-63969
Total AUM
$465M
Employees
30
Clients
860

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVENUE, SUITE 800
MIAMI
FL 33131
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
786-594-4400
Other Offices
12

ReceiptFinancials

Total AUM
$465M
Accounts
860
Discretionary
$465M
Accounts
860
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
799
AUM
$135.5M
HNW Individual Clients
56
AUM
$164M
Banking Clients
1
AUM
$7.5M
Pooled Vehicle Clients
1
AUM
$67M
Investment Advisor Clients
1
AUM
$10M
Insurance Company Clients
1
AUM
$71M
Corporation or Business Clients
1
AUM
$10M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALAMANCNJNYOHPASCTNTXVAWV

HandshakeAffiliates

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

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