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- Custodian
- E*TRADE · Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2003
- Office Locations
- 1
Office Locations
About Guardian Advisors, LLC
Guardian Advisors, LLC is a Tampa, FL RIA providing financial planning and portfolio/asset management, including tax and estate planning coordination and insurance/life insurance guidance. The firm’s SMA approach is ETF-centric with a cash sleeve and uses E*TRADE as custodian. Public materials indicate a client focus that can include athletes. Not currently accepting new clients.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TODD ANDREW TINDALL
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, Managing Partner
- CRD
- #2157162
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,893,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,893,166 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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