Guardian Investor Services LLC

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Assets, Funds, Holdings

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Guardian Investor Services LLC
CRD #6635
SEC #801-9654
CIK #0000728572
AUM
Employees 76 (100% Investors, 29% Brokers)
Fees
Minimum
Phone212-919-2517
Address7 Hanover Square
New York, NY 10004
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Value ($M)
Apple Inc 5.0
Microsoft Corp 2.3
Johnson & Johnson 1.9
Wells Fargo & Co/MN 1.8
General Electric Co 1.7
J P Morgan Chase & Co 1.6
Procter & Gamble Co 1.5
Pfizer Inc 1.5
Verizon Communications Inc 1.4
Chevron Corp 1.4
View All
Holdings by Sector ($M)
14011284562802013201420152016
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.0
(h) Charitable organizations 0 0.0
(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 12 4.9
By Discretionary
Discretionary 12 4.9
Non-Discretionary 0 0.0
Total 12 4.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.9
Total 12 4.9
EDGAR Form CIK 2011 - 2026
13F-HR [0000728572]
Firm Profile (Form ADV)
Discretionary AUM$3.6B
ServesInstitutional
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