$962.0K Total AUM
$962.0K Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
-- Smyrna GA
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.
Team overview
-- AVG AGE
$962.0K AVG AUM / ADVISOR
$26.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Ashok Shah
Owner, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Anish S Rathod
Chief Compliance Officer, Financial Advisor
- CRD
- #6132321
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $962,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $962,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing