Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Feb. 2, 2020
    • $17.1M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 24
      number of clients
    • $714.2K
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Jared Daniel, CFP®, CRPC®
April 2010
Annick N Rodarte
December 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wealth Guardian Legal Documents -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jared Roy Daniel Managing Member August, 2007 75% or more
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.