GUARDIAN INVESTOR Overview
Guardian Investor Services Llc is an investment advisor that manages 4.9 BN dollars in regulatory AUM and has 76 employees, of which 76 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 126MM in positions, representing 3% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/15. The fund's latest filing disclosed 126MM in positions, representing 3% of the manager's regulatory AUM.
GUARDIAN INVESTOR StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GUARDIAN INVESTOR Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
GUARDIAN INVESTOR Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard Thomas Jr Potter | Sr. Vice President & Counsel | April-2004 |
| Thomas George Sorell | Chief Investment Officer | March-2003 |
| John H. Walter | Sr. Vp & Controller | June-2006 |
| Michael Joseph Bessel | Chief Compliance Officer, Adviser | November-2011 |
| Michael Nicholas Ferik | Llc Manager | July-2012 |
| Linda Ellen Senker | Chief Compliance Officer - Broker Dealer | October-2013 |
| Michael B Cefole | President & Llc Manager | October-2013 |
| Kurt Joseph Shallow | V.P., Risk Products Distribution | April-2010 |
| Donald Paul Jr Sullivan | Llc Manager | March-2015 |
GUARDIAN INVESTOR Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GUARDIAN INVESTOR Investment Strategy
GUARDIAN INVESTOR Portfolio Concentration
GUARDIAN INVESTOR Location
7 HANOVER SQUARE
NEW YORK, New York
UNITED STATES, 10004
NEW YORK, New York
UNITED STATES, 10004
GUARDIAN INVESTOR Contact Information
Phone Number: 212-919-2517
Fax Number: 212-919-2320
Website: null
Fax Number: 212-919-2320
Website: null
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