GUARDIAN INVESTMENT MANAGEMENT, LLC
Legal name: GUARDIAN INVESTMENT MANAGEMENT
CRD #104935 SEC #801-11279 TIBURON, CA 415-765-6860
SEC Registered
Total AUM
$312.8M
Discretionary
$271.7M
Employees
1
Clients
10
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $312.8M | $271.7M | $41.1M | 1 | 0 |
| Mar 2024 | $304.2M | $266.8M | $37.5M | 3 | 75 |
| Mar 2023 | $269.7M | $230.9M | $38.7M | 3 | 75 |
| Mar 2022 | $300.8M | $262.6M | $38.3M | 3 | 82 |
| Mar 2021 | $276.4M | $239.1M | $37.3M | 3 | 90 |
| Jun 2020 | $270.1M | $228M | $42.2M | 3 | 91 |
| Mar 2020 | $270.1M | $228M | $42.2M | 3 | 91 |
| Mar 2019 | $244.7M | $204.2M | $40.5M | 3 | 102 |
| Apr 2018 | $267.1M | $212.2M | $54.9M | 4 | 106 |
| Feb 2017 | $249.4M | $199M | $50.3M | 4 | 200 |
| Apr 2016 | $252.5M | $205.3M | $47.2M | 3 | 200 |
| Mar 2016 | $252.5M | $205.3M | $47.2M | 3 | 200 |
| Mar 2015 | $255.1M | $208.1M | $47M | 4 | 150 |
| May 2014 | $230.5M | $185M | $45.5M | 5 | 100 |
| Jan 2014 | $218.4M | $177.9M | $40.5M | 5 | 100 |
| May 2013 | $157.6M | $127M | $30.7M | 1 | 100 |
| Jan 2013 | $157.6M | $127M | $30.7M | 1 | 110 |
| Jan 2012 | $147M | $134.1M | $13M | 1 | 106 |
| Jan 2012 | $147M | $134.1M | $13M | 1 | 106 |
| Feb 2011 | $156.3M | $143.1M | $13.2M | 5 | -- |
| Jan 2010 | $145.3M | $135.8M | $9.6M | 5 | -- |
| Jan 2009 | $138.1M | $125.5M | $12.6M | 5 | -- |
| Jan 2008 | $206.4M | $190.3M | $16.1M | 5 | -- |
| Jan 2007 | $207.3M | $194.9M | $12.5M | 5 | -- |
| Feb 2006 | $192.7M | $178.4M | $14.3M | 5 | -- |
| Sep 2005 | $182.7M | $171.6M | $11.1M | 5 | -- |
| Sep 2005 | $182.7M | $171.6M | $11.1M | 5 | -- |
| Jan 2005 | $182.7M | $171.6M | $11.1M | 5 | -- |
| Aug 2001 | $180M | $180M | $0 | 5 | -- |
DateMar 2025
Total AUM$312.8M
Discretionary$271.7M
Non-Disc.$41.1M
Employees1
Clients0
DateMar 2024
Total AUM$304.2M
Discretionary$266.8M
Non-Disc.$37.5M
Employees3
Clients75
DateMar 2023
Total AUM$269.7M
Discretionary$230.9M
Non-Disc.$38.7M
Employees3
Clients75
DateMar 2022
Total AUM$300.8M
Discretionary$262.6M
Non-Disc.$38.3M
Employees3
Clients82
DateMar 2021
Total AUM$276.4M
Discretionary$239.1M
Non-Disc.$37.3M
Employees3
Clients90
DateJun 2020
Total AUM$270.1M
Discretionary$228M
Non-Disc.$42.2M
Employees3
Clients91
DateMar 2020
Total AUM$270.1M
Discretionary$228M
Non-Disc.$42.2M
Employees3
Clients91
DateMar 2019
Total AUM$244.7M
Discretionary$204.2M
Non-Disc.$40.5M
Employees3
Clients102
DateApr 2018
Total AUM$267.1M
Discretionary$212.2M
Non-Disc.$54.9M
Employees4
Clients106
DateFeb 2017
Total AUM$249.4M
Discretionary$199M
Non-Disc.$50.3M
Employees4
Clients200
DateApr 2016
Total AUM$252.5M
Discretionary$205.3M
Non-Disc.$47.2M
Employees3
Clients200
DateMar 2016
Total AUM$252.5M
Discretionary$205.3M
Non-Disc.$47.2M
Employees3
Clients200
DateMar 2015
Total AUM$255.1M
Discretionary$208.1M
Non-Disc.$47M
Employees4
Clients150
DateMay 2014
Total AUM$230.5M
Discretionary$185M
Non-Disc.$45.5M
Employees5
Clients100
DateJan 2014
Total AUM$218.4M
Discretionary$177.9M
Non-Disc.$40.5M
Employees5
Clients100
DateMay 2013
Total AUM$157.6M
Discretionary$127M
Non-Disc.$30.7M
Employees1
Clients100
DateJan 2013
Total AUM$157.6M
Discretionary$127M
Non-Disc.$30.7M
Employees1
Clients110
DateJan 2012
Total AUM$147M
Discretionary$134.1M
Non-Disc.$13M
Employees1
Clients106
DateJan 2012
Total AUM$147M
Discretionary$134.1M
Non-Disc.$13M
Employees1
Clients106
DateFeb 2011
Total AUM$156.3M
Discretionary$143.1M
Non-Disc.$13.2M
Employees5
Clients--
DateJan 2010
Total AUM$145.3M
Discretionary$135.8M
Non-Disc.$9.6M
Employees5
Clients--
DateJan 2009
Total AUM$138.1M
Discretionary$125.5M
Non-Disc.$12.6M
Employees5
Clients--
DateJan 2008
Total AUM$206.4M
Discretionary$190.3M
Non-Disc.$16.1M
Employees5
Clients--
DateJan 2007
Total AUM$207.3M
Discretionary$194.9M
Non-Disc.$12.5M
Employees5
Clients--
DateFeb 2006
Total AUM$192.7M
Discretionary$178.4M
Non-Disc.$14.3M
Employees5
Clients--
DateSep 2005
Total AUM$182.7M
Discretionary$171.6M
Non-Disc.$11.1M
Employees5
Clients--
DateSep 2005
Total AUM$182.7M
Discretionary$171.6M
Non-Disc.$11.1M
Employees5
Clients--
DateJan 2005
Total AUM$182.7M
Discretionary$171.6M
Non-Disc.$11.1M
Employees5
Clients--
DateAug 2001
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees5
Clients--