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Home > Retirement Planners > illinois > peoria > GUARDIAN WEALTH MANAGEMENT INC.
GUARDIAN WEALTH MANAGEMENT INC.
311 Sw Water Street
Suite 210
Peoria, Illinois 61602
Tel: 309-692-1460
About GUARDIAN WEALTH MANAGEMENT INC.
GUARDIAN WEALTH MANAGEMENT INC, formally registered with the SEC as GUARDIAN WEALTH MANAGEMENT INC. The firm was established in 08/06/2018. They have over 1 offices throughout the country.
GUARDIAN WEALTH MANAGEMENT INC. is a Peoria, Illinois based Financial Planning firm with nearly $249,600,241 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154159 |
| SEC# | 801-113791 |
| Assets Managed by Firm | $249,600,241 |
| No. of Clients | 388 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 388 | $249,600,241 |
| Individuals (other than high net worth individuals) | 85 | $25,477,728 |
| High net worth individuals | 53 | $115,920,129 |
| Pension and profit sharing plans | 5 | $60,730,518 |
| Charitable organizations | 19 | $1,701,487 |
| Corporations or other businesses | 16 | $45,770,379 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
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