Guardian Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 149856
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals77.8%
- HNWI22.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Guardian Capital Group LLC is a small, individually owned LLC that provides portfolio management to individuals and small businesses while also operating as an insurance broker. The firm charges fees as a percentage of assets under management and serves an individual and family client base. Guardian does not describe itself as a capital allocator or as a multi-state or ESG-focused adviser; it is not identified as a related adviser and does not list pension consulting or family office services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Linda Rachel
Founder and Chief Investment OfficerCRD 3030705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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