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Assetguard Financial Services
Assetguard Financial Services is a state-registered investment adviser. The firm manages approximately $962,000 in regulatory assets. It has 1 employee and 1...
Overview
Assetguard Financial Services is a state-registered investment adviser. The firm manages approximately $962,000 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Frequently asked questions
What types of clients does Assetguard Financial Services typically serve?
Assetguard Financial Services primarily serves families and institutions in the southeastern United States, particularly Georgia, Florida, and the Carolinas. Clients are often individuals who have sold operating businesses or hold concentrated stock positions and require coordinated investment management, tax planning, and estate advisory. The firm targets the gap between high-end retail wealth management and dedicated single-family offices.
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