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Building 2GUARDIAN WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-439-0610
NotebookSEC #801-68471
Total AUM
$51.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5177 RICHMOND AVENUE, SUITE 130
HOUSTON
TX 77056
USA
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
713-439-0610

ReceiptFinancials

Total AUM
$51.5M
Accounts
20
Discretionary
$1.5M
Accounts
5
Non-Discretionary
$50M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY SERVICE CHARGES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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