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
Register for more...
Fundamental & Technical Factor Exposure
GUARDIAN INVESTOR Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
Unlock Positions and Returns Details |
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
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here