PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

3775 Via Nona Marie
Suite 220
Carmel, California 93923
Tel: 831-622-9600

About PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC, formally registered with the SEC as PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC. The firm was established in 08/07/2008. They have over 1 offices throughout the country.

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC is a Carmel, California based Financial Planning firm with nearly $498,789,138 assets under management, offering retirement planning & investment advisory services to 1589 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147814
SEC#	801-69431
Assets Managed by Firm	$498,789,138
No. of Clients	1589
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1589	$498,789,138
Individuals (other than high net worth individuals)	242	$78,186,385
High net worth individuals	165	$413,607,482
Charitable organizations	10	$4,884,402
Corporations or other businesses	4	$2,110,869

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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