# Assetguard Financial Services

Assetguard Financial Services is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** assetguardfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/assetguard-financial-services-inc

## Regulatory record

- **CRD number:** 305747
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305747

## About

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.

## 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.

## Related profiles

- [Asset Strategies](https://altss.com/profile/asset-strategies)
- [Assets Insurance](https://altss.com/profile/assets-insurance)

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Last updated: 2026-07-06T01:24:11.717Z

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