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Guardian Solutions

Guardian Solutions. CRD 165723

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CRD: 165723

Guardian Solutions

(856) 577-3467
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
12-13-2012
Office Locations
1

Office Locations

-- Cherry Hill NJ

About Guardian Solutions

Guardian Solutions is a Cherry Hill-based RIA. The firm has been operating for 13 years. Managing $1.2M in total assets under management, They custody assets with Interactive Brokers.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$145.4K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

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Investment Themes

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Investment Vehicles

Available

Services

Available

Owner & Executives

RAFIK FOUAD GHAZAL

RAFIK FOUAD GHAZAL

Chief Executive Officer

CRD
#5607192
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,163,380 --
Non-Discretionary $0 --
Total $1,163,380 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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