Guardian Investor Services LLC is a large advisory firm based in New York. It manages $4.85 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Guardian Investor Services provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guardian Investor Services LLC is $4.85 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Guardian Investor Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Lounsbery Hutchings has been acting as President since 1 Aug 1998. Thomas George Sorell has served as the Chief Investment Officer since 1 Mar 2003. Donald Paul Jr Sullivan joined the executive team most recently as the Llc Manager.
The principal office where Guardian Investor Services LLC performs its advisory services is located at 7 Hanover Square, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-919-2517 or by fax 212-919-2320. The normal business hours are 8:45 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at guardianlife.com/.