Guardian Plus Inc.

Guardian Plus Inc. (CRD# 134306) is a financial advisory firm headquartered in , . They manage $20,352,215 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $884,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Guardian Plus Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William McElroy, financial advisor Mill Creek WA
William H. McElroy
CRD#: 844813
Mill Creek, WA

William McElroy (CRD# 844813) is an Investment Advisor Representative working at Guardian Plus Inc. in Mill Creek, WA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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