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GUARDIAN INVESTMENT MANAGEMENT
1120 Mar West St., Suite D
Tiburon, California 94920
Tel: 415-765-6860
About GUARDIAN INVESTMENT MANAGEMENT
GUARDIAN INVESTMENT MANAGEMENT, formally registered with the SEC as GUARDIAN INVESTMENT MANAGEMENT. The firm was established in 01/22/1976. They have over 2 offices throughout the country.
GUARDIAN INVESTMENT MANAGEMENT is a Tiburon, California based Financial Planning firm with nearly $304,226,392 assets under management, offering retirement planning & investment advisory services to 179 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104935 |
| SEC# | 801-11279 |
| Assets Managed by Firm | $304,226,392 |
| No. of Clients | 179 |
| No. of Advisors | 3 |
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 | 179 | $304,226,392 |
| Individuals (other than high net worth individuals) | 7 | $7,009,630 |
| High net worth individuals | 159 | $247,312,530 |
| Pension and profit sharing plans | 9 | $13,636,351 |
| Charitable organizations | 4 | $36,267,881 |
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