G
$10.7M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2005
- Office Locations
- 1
Office Locations
-- Mill Creek WA
About Guardian Plus INC
Guardian Plus INC is a Bothell-based RIA. The firm has been operating for 21 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Equity Trust.
Team overview
70 AVG AGE
$10.7M AVG AUM / ADVISOR
$511.1K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM HERBERT MCELROY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #844813
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,158,419 | $990,127 |
| Non-Discretionary | $3,574,424 | $124,860 |
| Total | $10,732,843 | $589,150 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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