$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Pioneer summitTimber
- Established Date
- 09-27-2024
- Office Locations
- 1
Office Locations
-- Boulder CO
About Guardian Brothers
Guardian Brothers is a Boulder-based RIA. The firm has been operating for 1 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Raymond James. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$142.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Glacier
Asset Classes
Wave Glacier Catalyst Element North Bridge Focus radial
Custodian
Quantum Crest Vertex matrix Crest Eagle Vector delta
Investment Themes
Momentum vector North harbor
Investment Vehicles
Zenith
Services
Ember legacy Wave Summit matrix Pioneer Signal Optima Bridge matrix Crest
Technology
Legacy Glacier
Owner & Executives
F
FERNANDO GUARDIA VIRREIRA
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7183982
- Ownership
- 75% or more
(581) 321-8041
atlas.ember@insightcapital.com
in linkedin.com/in/zenith-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
31.0% Corporate - Investment Grade:
7.5% Corporate - Non-Investment Grade:
22.7% Cash:
17.6% U.S. Government/Agency:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,232,000,057 | 31.0% |
| Corporate - Investment Grade | $540,000,014 | 7.5% |
| Corporate - Non-Investment Grade | $1,634,400,042 | 22.7% |
| Cash | $1,267,200,033 | 17.6% |
| U.S. Government/Agency | $1,526,400,039 | 21.2% |
| Total | $7,200,000,185 | 100.0% |