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GUARDIAN PLUS INC

CRD 134306 · SEC 801-63951

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$10.7M

Discretionary AUM

$7.2M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals15$4.1M
High net worth individuals5$6.4M
Charitable organizations1$218K

Official SEC filing: View on IAPD