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Guardian Rock Wealth Investment Management, Inc.

Guardian Rock Wealth Investment Management, Inc.. CRD 120529

G

CRD: 120529

Guardian Rock Wealth Investment Management, Inc.

Lisle, IL, 60532
3123725000
guardianrockwealth.com
$47.0M Total AUM
$47.0M Disc. AUM
-- 3Y CAGR
3 Employees
82 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Prime radialBridge +more
Established Date
02-21-2002
Office Locations
3

Office Locations

3333 Warrenville Road Suite 200 Lisle IL
-- -- --
-- Pinehurst NC

About Guardian Rock Wealth Investment Management, Inc.

Guardian Rock Wealth Investment Management is an RIA delivering personalized wealth planning and portfolio management for individuals and families, with services spanning investment coaching, tax strategies, insurance, and estate planning. The team cites 30 years of Wall Street experience managing multi-billion-dollar portfolios and focuses on plans built to withstand market, tax, and health shocks. Led by John Browning (author/speaker) and custodied with Schwab.

Team overview

54 AVG AGE
$23.5M AVG AUM / ADVISOR
$573.1K AVG AUM / CLIENT
6.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

North foundation Eagle Horizon Alpha Momentum meridian

Client Personas

Horizon meridian Prime timber Ember element

Custodian

Beacon insight Horizon North Oak Vital crest Focus Matrix radial Alpha

Investment Themes

Atlas Zenith frontier Matrix Bridge

Investment Vehicles

Prime

Platform

Matrix glacier

Services

Bridge meridian Summit ridge Peak wave Pioneer Quantum Bridge prime Atlas vital Delta Glacier wave

Technology

Pathway Wave delta Peak value

Owner & Executives

J

JOHN Thomas BROWNING

Chief Compliance Officer, Chief Executive Officer, Managing Partner

CRD
#2175608
Ownership
Less than 5%
(941) 630-8482
catalyst.ridge@optimacapital.com
in linkedin.com/in/pioneer-ridge
R

Ryan Joelson

--

CRD
#3251722
Ownership
Less than 5%
(703) 461-4777
ridge.value@matrixcapital.com
in linkedin.com/in/fusion-ridge

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Contacts

R

ROY NEAL

--

CRD
#1248515
(436) 886-9779
harbor.vector@pioneercapital.com
in linkedin.com/in/pioneer-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-21-2011
04-27-2012
Category Assets AVG. Account size
Discretionary $46,993,808 $447,898
Non-Discretionary $0 --
Total $46,993,808 $447,898

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Separately Managed Accounts

Total SMA Asset: $46,993,808

$47.0M Total SMA
Equity - Exchange:
19.0%
Other:
23.2%
Public Funds:
41.7%
Cash:
8.5%
Private Funds:
7.6%
Asset class Assets Assets %
Equity - Exchange $1,355,204,376 19.0%
Other $1,654,775,870 23.2%
Public Funds $2,974,316,973 41.7%
Cash $606,275,642 8.5%
Private Funds $542,081,750 7.6%
Total $7,132,654,611 100.0%

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