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CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
MIAMI, Florida
·
8 registered advisors
·
CRD# 131631
SEC# 801-63969
12
786-594-4400
01
Firm Overview
AUM
$465M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
8 registered advisors
Alexander Chatfield Burns
CHARLOTTE, North Carolina
CRD# 4823069
Andrew Brian Scherr
CHARLOTTE, North Carolina
CRD# 2830943
David Alan Boyer
CHARLOTTE, North Carolina
CRD# 4284554
Franklin Thomas Gutierrez
CHARLOTTE, North Carolina
CRD# 1796271
Greg Hogan
CHARLOTTE, North Carolina
CRD# 6632707
Joseph Harold Gieker
CHARLOTTE, North Carolina
CRD# 2331712
Patrick Robert Lebedis
CHARLOTTE, North Carolina
CRD# 4046716
Stephen Rocco Facella
CHARLOTTE, North Carolina
CRD# 2912309
05
Office Locations
CHARLOTTE, North Carolina
8 advisors
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Data sourced from SEC Form ADV filings. CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC (CRD# 131631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.