G
$13.4M Total AUM
$13.4M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
17 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2009
- Office Locations
- 1
Office Locations
-- Cornville AZ
About Guardian Capital Group LLC
Guardian Capital Group LLC is a Cornville-based RIA. The firm has been operating for 17 years. Managing $13.4M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$199.5K AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Frontier oak Meridian
Investment Themes
Harbor Quantum peak
Investment Vehicles
Horizon oak
Services
Delta matrix Frontier oak Capital Crest catalyst Value vital Signal
Owner & Executives
L
LINDA KAY RACHEL
Associate, Chief Investment Officer, FOUNDER
- CRD
- #3030705
- Ownership
- 75% or more
(698) 590-1270
delta.oak@wavecapital.com
in linkedin.com/in/pioneer-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,366,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,366,350 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,366,350
Public Funds:
19.5% Equity - Exchange:
38.0% Cash:
42.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,054,904,394 | 19.5% |
| Equity - Exchange | $2,055,711,127 | 38.0% |
| Cash | $2,299,150,603 | 42.5% |
| Total | $5,409,766,124 | 100.0% |