Praetorian Guard, A Division of Praetorian Wealth Management,Inc

RIASEC & State Registered

Total AUM

$599M

Discretionary

$599M

100% of AUM

Avg account

$326K

Accounts

1,839

Employees

Advisory reps

Firm details

Headquarters: Carmel, California
CRD number: 147814
Registered since: August 7, 2008
Website: praetorianguard.biz
Fee structure: Percentage of AUM
Client types: HNWI81.65%
Individuals17.21%
Charitable Organizations0.83%
Corporations / Businesses0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praetorian Guard, a division of Praetorian Wealth Management, Inc., operates as an independent registered investment adviser that provides fee-based portfolio management and financial planning to both individual/family and institutional clients. The firm is registered with the SEC (registered in 2008) and is organized as a corporation based in Ohio. Its advisory services emphasize portfolio management for individuals, small businesses and institutions, and it charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor and does not position itself as a capital allocator.