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.

GUARDIAN INVESTOR StockAlpha

+0.1%
Top 25%
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Fundamental & Technical Factor Exposure

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GUARDIAN INVESTOR Since Last Filing Return Details

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FEATURED IN
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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

GUARDIAN INVESTOR Contact Information

Phone Number: 212-919-2517
Fax Number: 212-919-2320
Website:

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