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| Guardian Investment Management LLC
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| |
|---|---|
| CRD # | 104935 |
| SEC # | 801-11279 |
| CIK # | 0001365474 |
| AUM | $304.2 MM (2024-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-765-6860 |
| Address | 1120 Mar West St, Suite D Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.4 | |
| AMZN | 1,092,997.8 | 8.2 | |
| MSFT | 1,918,222.4 | 7.6 | |
| AMGN | 130,083.0 | 5.6 | |
| WMT | 335,434.5 | 5.6 | |
| BAC | 278,315.2 | 5.4 | |
| GE | 72,511.8 | 5.1 | |
| INTC | 154,482.4 | 5.1 | |
| COST | 207,576.9 | 4.4 | |
| JPM | 340,169.2 | 4.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 7.0 |
| (b) Individuals (high net worth individuals) | 159 | 247.3 |
| (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 | 9 | 13.6 |
| (h) Charitable organizations | 4 | 36.3 |
| (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 | 179 | 304.2 |
| By Discretionary | ||
| Discretionary | 154 | 266.8 |
| Non-Discretionary | 25 | 37.5 |
| Total | 179 | 304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.2 | |
| Total | 179 | 304.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001365474] |
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