COMMONWEALTH GUARDIANS

COMMONWEALTH GUARDIANS is an SEC-registered investment adviser (CRD 329459). Regulatory assets under management: $14.6M.

Registration

• CRD: 329459
• Type: Registered investment adviser
• Phone: 617-380-3440
• Latest filing: 2026-03-06
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 2
• Accounts: 97

Business model

Compensation: % of AUM, Commissions.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329459 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search