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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About Assetguard Financial Services INC
Assetguard Financial Services INC is a Smyrna-based RIA. The firm has been operating for 10 years. Managing $962.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Betterment.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $26.0K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Ashok Shah
Owner, President
- CRD
- --
- Ownership
- 75% or more
Anish S Rathod
Chief Compliance Officer, Financial Advisor
- CRD
- #6132321
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $962,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $962,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Assetguard Financial Services INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.