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| Guardian Investment Management LLC
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|---|---|
| CRD # | 104935 |
| SEC # | 801-11279 |
| CIK # | 0001365474 |
| AUM | 310.3 M (2026-03-06) |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 415-765-6860 |
| Address | 1120 Mar West St, Suite D Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001365474 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.7 | ||
| Danaher Corp /DE/ | 19.5 | ||
| Blackstone Group LP | 15.9 | ||
| Amgen Inc | 5.9 | ||
| Caterpillar Inc | 5.1 | ||
| Costco Wholesale Corp /NEW | 4.3 | ||
| General Electric Co | 4.2 | ||
| Intel Corp | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Chevron Corp | 3.3 | ||
| GE Vernova Inc | 3.1 | ||
| AbbVie Inc | 3.1 | ||
| Bank of America Corp /DE/ | 2.8 | ||
| CSX Corp | 2.3 | ||
| Amazon Com Inc | 2.3 | ||
| Applied Materials Inc /DE | 2.2 | ||
| Micron Technology Inc | 2.1 | ||
| Cisco Systems Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Boeing Co | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| KKR & Co LP | 1.6 | ||
| Illinois Tool Works Inc | 1.6 | ||
| American Express Co | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Procter & Gamble Co | 1.3 | ||
| Citigroup Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.5 |
| (b) Individuals (high net worth individuals) | 43 | 245.7 |
| (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 | 0 | 18.1 |
| (h) Charitable organizations | 0 | 41.9 |
| (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 | 127 | 310.3 |
| By Discretionary | ||
| Discretionary | 19 | 263.7 |
| Non-Discretionary | 108 | 46.6 |
| Total | 127 | 310.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.3 | |
| Total | 127 | 310.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001365474] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Malaga Cove Capital LLC
✚
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|
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Excel Wealth Management LLC
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Hudson Advisor Services Inc
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H C Denison Co
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|
American Wealth Management Inc
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|
NRI Wealth Management LLC
✚
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|
Bill OPP Fixed Income Advisory Service LLC
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309.8 M |