Assetguard Financial Services Inc
Firm details
- Headquarters
- ,
- CRD number
- 305747
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Assetguard Financial Services Inc. is an independent, privately owned registered investment adviser organized as a corporation. Its stated client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm also lists accounting among its business activities. Compensation is a mix of percentage-of-AUM, hourly, and fixed fees. In regulatory disclosures the adviser is not identified as an active ESG investor, not a pension consultant, and not a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Cash & Cash Equivalents30%
- Exchange Traded Equities12%
Contacts
2 of 2
Anish Rathod
Tax Consultant, Financial AnalystCRD 6132321
Ashok Shah
OwnerCRD 5936866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations