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Home > Retirement Planners > florida > sarasota > GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
1221 S. Tamiami Trail
Sarasota, Florida 34239
Tel: 941-349-9200
About GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC, formally registered with the SEC as GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. The firm was established in 09/29/2015. They have over 1 offices throughout the country.
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is a Sarasota, Florida based Financial Planning firm with nearly $147,875,659 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172205 |
| SEC# | 801-106675 |
| Assets Managed by Firm | $147,875,659 |
| No. of Clients | 101 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 101 | $147,875,659 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $550,903 |
| High net worth individuals | 26 | $79,220,246 |
| Charitable organizations | Fewer than 5 clients | $35,230,879 |
| Corporations or other businesses | 8 | $32,873,631 |
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