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| Guardian Investment Management LLC
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|---|---|
| CRD # | 104935 |
| SEC # | 801-11279 |
| CIK # | 0001365474 |
| AUM | $312.8 M (2025-03-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-765-6860 |
| Address | 1120 Mar West St, Suite D Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.1 | ||
| Danaher Corp /DE/ | 10.0 | ||
| Amgen Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 5.0 | ||
| Microsoft Corp | 4.2 | ||
| Bank of America Corp /DE/ | 3.4 | ||
| Wal Mart Stores Inc | 3.4 | ||
| AbbVie Inc | 2.7 | ||
| Chevron Corp | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.1 |
| (b) Individuals (high net worth individuals) | 45 | 236.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 26.9 |
| (h) Charitable organizations | 4 | 47.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 312.8 |
| By Discretionary | ||
| Discretionary | 159 | 271.7 |
| Non-Discretionary | 25 | 41.1 |
| Total | 184 | 312.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.8 | |
| Total | 184 | 312.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001365474] |
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