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MARKET GUARD
8310 South Valley Highway
Suite 205
Englewood, Colorado 80112
Tel: 720-457-6844
About MARKET GUARD
MARKET GUARD, formally registered with the SEC as MARKET GUARD. The firm was established in 05/02/2017. They have over 9 offices throughout the country.
MARKET GUARD is a Englewood, Colorado based Financial Planning firm with nearly $296,828,853 assets under management, offering retirement planning & investment advisory services to 1753 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153241 |
| SEC# | 801-110540 |
| Assets Managed by Firm | $296,828,853 |
| No. of Clients | 1753 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1753 | $296,828,853 |
| Individuals (other than high net worth individuals) | 687 | $212,859,833 |
| High net worth individuals | 48 | $82,042,655 |
| Charitable organizations | 1 | $1,008,621 |
| Corporations or other businesses | 2 | $917,744 |
More Retirement Planning firms in Englewood, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $203,245,721,760 | 6667 | 1061 | |
| $116,213,253,377 | 236022 | 874 | |
| $64,938,342,319 | 89 | 78 | |
| $63,514,278,950 | 136 | 59 | |
| $54,431,410,714 | 101 | 260 |
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