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Home > Retirement Planners > tennessee > chattanooga > GUARDIAN WEALTH MANAGEMENT, LLC
GUARDIAN WEALTH MANAGEMENT, LLC
6151 Shallowford Road
Suite 102
Chattanooga, Tennessee 37421-7803
Tel: 423-510-0409
About GUARDIAN WEALTH MANAGEMENT, LLC
GUARDIAN WEALTH MANAGEMENT, LLC, formally registered with the SEC as GUARDIAN WEALTH MANAGEMENT, LLC. The firm was established in 07/19/2002. They have over 2 offices throughout the country.
GUARDIAN WEALTH MANAGEMENT, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $343,098,000 assets under management, offering retirement planning & investment advisory services to 1152 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118668 |
| SEC# | 801-61330 |
| Assets Managed by Firm | $343,098,000 |
| No. of Clients | 1152 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1152 | $343,098,000 |
| Individuals (other than high net worth individuals) | 228 | $60,918,000 |
| High net worth individuals | 106 | $278,135,000 |
| Corporations or other businesses | Fewer than 5 clients | $4,045,000 |
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|---|---|---|---|
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