GUARDIAN PLUS INC
GUARDIAN PLUS INC is an SEC-registered investment adviser (CRD 134306). Regulatory assets under management: $10.7M.
Registration
- CRD: 134306
- SEC file number: 801-63951
- Type: Registered investment adviser
- Phone: 425-483-2169
- Latest filing: 2026-03-11
- Regulatory AUM: $10.7M
- Discretionary AUM: $7.2M
- Non-discretionary AUM: $3.6M
- Clients: 1
- Accounts: 18
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MCELROY WILLIAM HERBERT | CEO; CEO / CHIEF COMPLIANCE OFFICER | — |
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