Gaard Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 332413
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gaard Capital LLC is a small, individually owned limited liability company that provides fee-based investment advice to individuals and families. The firm bills on a percentage-of-assets basis and focuses on portfolio management for individual/small-business clients as well as for businesses or institutions. Its advisory scope, as reported in regulatory filings, also includes pension consulting, producing periodicals or newsletters, and running educational seminars and workshops. Gaard Capital does not identify as an active ESG investor and is not listed as a multi-state 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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Jonathan Brogaard
CEOCRD 7953012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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