Market Guard
Englewood, Colorado
5.0
11 Reviews
Market Guard, based out of Englewood, CO, is a prominent local investment advisory firm serving a diverse client base. With over 690 individual clients and an impressive $296,829,000 in assets under management, Market Guard has established itself as a trusted partner in wealth management. Boasting nine offices, they offer personalized investment strategies tailored to their clients' unique financial goals. In addition to their expertise in investment advisory services, Market Guard also excels as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' assets. Notably, approximately half ...
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Assets Under Mgmt

$296.83M

Investment Professionals

8

Locations

8

% 401K & Individual

72%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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