Guardian Investment Management
Guardian Investment Management is an SEC-registered ria in Tiburon, CA with $310.3M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Guardian Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104935, SEC 801-11279, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $310.3M (2026-03-06)
- Firm type
- Ria
- Location
- Tiburon, CA
- Employees
- 1
- Clients
- 53
- CRD
- 104935
- Ownership
- TOMASELLO, ROBERT, MICHAEL; HANSEN, DONALD, LOUIS; GUARDIAN INVESTMENT MANAGEMENT; ETHRIDGE, STEPHEN, ARTHUR; ZUCK, MATTHEW, DEAN
How much AUM does Guardian Investment Management have?
Guardian Investment Management reported $310.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Guardian Investment Management?
Disclosed owners and executives of Guardian Investment Management include TOMASELLO, ROBERT, MICHAEL, HANSEN, DONALD, LOUIS, GUARDIAN INVESTMENT MANAGEMENT, ETHRIDGE, STEPHEN, ARTHUR, ZUCK, MATTHEW, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.