FINANCIAL GUARD, LLC
Total AUM
$977.3K
Employees
18Clients
6Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
47 WEST 200 SOUTH
2ND FLOOR
SALT LAKE CITY
UT 84101
United States
2ND FLOOR
SALT LAKE CITY
UT 84101
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
614-973-6999
Other Offices
5
Financials
Total AUM
$977.3K
Accounts
7Discretionary
$977.3K
Accounts
7Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6AUM
$977.3K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.