Praetorian Guard, A Division of Praetorian Wealth Management,Inc

RIASEC & State Registered
Total AUM
$599M
Discretionary
$599M
100% of AUM
Avg account
$326K
Accounts
1,839
Employees
8
Advisory reps
8

Firm details

Headquarters
Carmel, California
CRD number
147814
Registered since
August 7, 2008
Fee structure
Percentage of AUM
Client types
  • HNWI81.65%
  • Individuals17.21%
  • Charitable Organizations0.83%
  • Corporations / Businesses0.31%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Praetorian Guard, a division of Praetorian Wealth Management, Inc., operates as an independent registered investment adviser that provides fee-based portfolio management and financial planning to both individual/family and institutional clients. The firm is registered with the SEC (registered in 2008) and is organized as a corporation based in Ohio. Its advisory services emphasize portfolio management for individuals, small businesses and institutions, and it charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor and does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 9%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%, Other 1%80%
  • Exchange Traded Equities80%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$569M in ETFs

Passive

89%

$505M

Active

0%

$64.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WORLD FUND (MGK)VanguardPassiveLarge Growth$80.6M869,83614.16%

Location

Primary office

Carmel, CA

Monterey

Location

Carmel, CA

Headquartered in Carmel, CA, in the West of the United States.

Region
West
County
Monterey
Address
3775 Via Nona Marie
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth