Capital Guardian Wealth Management, LLC
Capital Guardian Wealth Management, LLC (CRD# 131631) is a financial advisory firm headquartered in Miami, FL. They manage $593,253,073 in 2,500 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
Capital Guardian Wealth Management, LLC
By the Numbers
-
Total Assets Under Management593MILLION
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Total Number of Accounts2,500ACCOUNTS
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Average Account Value$237,301
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, GA, LA, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV
Financial Advisors at Capital Guardian Wealth Management, LLC
No Advisor Found.
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