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Guardian Plus Inc (Bothell)


Guardian Plus Inc is an adviser based in Bothell. It manages $24.16 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Washington.




Guardian Plus provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Guardian Plus: assets under management

The assets under management (AUM) of Guardian Plus Inc is $24.16 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.78 million in discretionary accounts and $2.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $990.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guardian Plus Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bothell

The principal office where Guardian Plus Inc performs its advisory services is located at 4718 169 Th St Se, Bothell, WA 98012 The mailing address of the firm is P.O Box 12248, Mill Creek, WA 98082. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-483-2169 or by fax 425-485-8913. The normal business hours are 7:00am - 3:00pm on Monday - Friday.


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