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| Guardian Investment Management LLC
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|---|---|
| CRD # | 104935 |
| SEC # | 801-11279 |
| CIK # | 0001365474 |
| AUM | $269.7 MM (2023-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-765-6860 |
| Address | 1120 Mar West St, Suite D Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.4 | |
| INTC | 154,482.4 | 7.2 | |
| BAC | 278,315.2 | 6.0 | |
| T | 147,547.0 | 5.8 | |
| MSFT | 1,918,222.4 | 5.7 | |
| JNJ | 465,600.2 | 4.7 | |
| AMGN | 130,083.0 | 4.3 | |
| BA | 82,059.9 | 3.3 | |
| V | 419,260.5 | 3.2 | |
| ITW | 56,990.9 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.0 |
| (b) Individuals (high net worth individuals) | 54 | 228.3 |
| (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 | 6 | 11.5 |
| (h) Charitable organizations | 2 | 22.9 |
| (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 | 174 | 269.7 |
| By Discretionary | ||
| Discretionary | 149 | 230.9 |
| Non-Discretionary | 25 | 38.7 |
| Total | 174 | 269.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.7 | |
| Total | 174 | 269.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001365474] |
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|---|---|---|
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Wealth Covenant Group LLC
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TX | 0.3 |
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Medallion Wealth Advisors LLC
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CT | 0.3 |
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Burns Matteson Capital Management LLC
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NY | 0.3 |
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IL | 0.3 |
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NV | 0.3 |
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KY | 0.3 |
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Chapel Hill Investment Analysts Inc
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PA | 0.3 |
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Jackson Financial Services LLC
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SC | 0.3 |
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Comprehensive Wealth Solutions LLC
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FL | 0.3 |