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Home > Retirement Planners > tennessee > chattanooga > GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC.
6151 Shallowford Road
Suite 102
Chattanooga, Tennessee 37421-7803
Tel: 423-510-0409
About GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC, formally registered with the SEC as GUARDIAN WEALTH MANAGEMENT, INC. The firm was established in 07/19/2002. They have over 2 offices throughout the country.
GUARDIAN WEALTH MANAGEMENT, INC. is a Chattanooga, Tennessee based Financial Planning firm with nearly $306,573,921 assets under management, offering retirement planning & investment advisory services to 1116 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118668 |
| SEC# | 801-61330 |
| Assets Managed by Firm | $306,573,921 |
| No. of Clients | 1116 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1116 | $306,573,921 |
| Individuals (other than high net worth individuals) | 202 | $54,429,627 |
| High net worth individuals | 102 | $248,581,196 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,912,421 |
| Corporations or other businesses | Fewer than 5 clients | $650,677 |
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