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Building 2PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

Map pinCARMEL, CA
Phone831-622-9600
NotebookSEC #801-69431
Total AUM
$598.7M
Employees
8
Clients
470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3775 VIA NONA MARIE
SUITE 220
CARMEL
CA 93923
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
831-622-9600

ReceiptFinancials

Total AUM
$598.7M
Accounts
1,839
Discretionary
$598.7M
Accounts
1,839
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
282
AUM
$103M
HNW Individual Clients
175
AUM
$488.8M
Charitable Organization Clients
9
AUM
$4.9M
Corporation or Business Clients
4
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLGAILMAMDMENCNYOHORPATNTXVAWA

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

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