G
$310.3M Total AUM
$263.7M Disc. AUM
4.9% 3Y CAGR
0 Employees
53 ADV. Clients
50 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-1976
- Office Locations
- 1
Office Locations
1120 MAR West St., Suite D Tiburon CA
About Guardian Investment Management
Guardian Investment Management is a Tiburon-based RIA. The firm has been operating for 50 years. Managing $310.3M in total assets under management, They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
9.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
50yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT MICHAEL TOMASELLO
Chief Compliance Officer, Managing Member, President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DENISE LOUISE DOLEY
Director, PARTNER
- CRD
- #4231817
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,725,236 | $13,880,276 |
| Non-Discretionary | $46,594,300 | $431,429 |
| Total | $310,319,536 | $2,443,461 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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