Guardian Investor Services LLC

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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 ($B)
10.08.06.04.02.00.02001200920172025
CIK Period
0000728572
Sector Form 13F Holdings Value ($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
Facebook Inc 1.2
AT&T Inc 1.2
Walt Disney Co 1.1
Merck & Co Inc 1.1
Bank of America Corp /DE/ 1.1
Coca Cola Co 1.1
Alphabet Inc 1.1
Alphabet Inc 1.1
Citigroup Inc 1.1
Home Depot Inc 1.0
Intel Corp 1.0
International Business Machines Corp 1.0
Gilead Sciences Inc 1.0
Comcast Corp 1.0
PepsiCo Inc 1.0
Amazon Com Inc 1.0
Cisco Systems Inc 1.0
Oracle Corp 1.0
 
 
 
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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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