Guardian Solutions
Firm details
- Headquarters
- ,
- CRD number
- 165723
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Guardian Solutions is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. Ancillary to its advisory work, Guardian Solutions also operates as an insurance broker. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not report acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Rafik Ghazal
CEOCRD 5607192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations