FINANCIAL GUARD, LLC
CRD #156059 SEC #801-78197 SALT LAKE CITY, UT 614-973-6999
SEC Registered
Total AUM
$977.3K
Discretionary
$977.3K
Employees
18
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $977.3K | $977.3K | $0 | 18 | 0 |
| Apr 2022 | $1.6M | $1.6M | $0 | 21 | 0 |
| Feb 2022 | $1.6M | $1.6M | $0 | 21 | 0 |
| Feb 2022 | $1.6M | $1.6M | $0 | 21 | 0 |
| Dec 2021 | $1.6M | $1.6M | $0 | 19 | 0 |
| Nov 2021 | $1.5M | $1.5M | $0 | 24 | 0 |
| Sep 2021 | $1.5M | $1.5M | $0 | 24 | 0 |
| Jun 2021 | $1.5M | $1.5M | $0 | 24 | 0 |
| Oct 2020 | $1.1M | $1.1M | $0 | 26 | 0 |
| Oct 2020 | $1.1M | $1.1M | $0 | 26 | 0 |
| Aug 2020 | $1.1M | $1.1M | $0 | 26 | 0 |
| Jun 2020 | $1.1M | $1.1M | $0 | 26 | 0 |
| Jun 2019 | $1.5M | $1.5M | $0 | 19 | 34 |
| Jan 2019 | $1.8M | $1.8M | $0 | 19 | 314 |
| Jan 2019 | $1.8M | $1.8M | $0 | 19 | 314 |
| Oct 2018 | $1.8M | $1.8M | $0 | 19 | 314 |
| Oct 2018 | $1.8M | $1.8M | $0 | 19 | 314 |
| Sep 2018 | $1.8M | $1.8M | $0 | 19 | 314 |
| Jun 2018 | $1.8M | $1.8M | $0 | 19 | 314 |
| Aug 2017 | $1.4M | $1.4M | $0 | 18 | 1,200 |
| Jun 2017 | $1.4M | $1.4M | $0 | 18 | 1,200 |
| Jan 2017 | $1.5M | $1.5M | $0 | 12 | 662 |
| Dec 2016 | $1.5M | $1.5M | $0 | 12 | 662 |
| Nov 2016 | $1.5M | $1.5M | $0 | 12 | 662 |
| Oct 2016 | $454.1M | $0 | $454.1M | 12 | 7,770 |
| Oct 2016 | $454.1M | $0 | $454.1M | 12 | 7,770 |
| Aug 2016 | $454.1M | $0 | $454.1M | 12 | 7,770 |
| Aug 2016 | $454.1M | $0 | $454.1M | 12 | 7,770 |
| Mar 2016 | $454.1M | $0 | $454.1M | 12 | 7,770 |
| Feb 2012 | $0 | $0 | $0 | 6 | 26 |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Jan 2011 | $0 | $0 | $0 | 10 | -- |
DateNov 2022
Total AUM$977.3K
Discretionary$977.3K
Non-Disc.$0
Employees18
Clients0
DateApr 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees21
Clients0
DateFeb 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees21
Clients0
DateFeb 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees21
Clients0
DateDec 2021
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees19
Clients0
DateNov 2021
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees24
Clients0
DateSep 2021
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees24
Clients0
DateJun 2021
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees24
Clients0
DateOct 2020
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees26
Clients0
DateOct 2020
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees26
Clients0
DateAug 2020
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees26
Clients0
DateJun 2019
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees19
Clients34
DateJan 2019
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateJan 2019
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateOct 2018
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateOct 2018
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateSep 2018
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateJun 2018
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees19
Clients314
DateAug 2017
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees18
Clients1,200
DateJun 2017
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees18
Clients1,200
DateJan 2017
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees12
Clients662
DateDec 2016
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees12
Clients662
DateNov 2016
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees12
Clients662
DateOct 2016
Total AUM$454.1M
Discretionary$0
Non-Disc.$454.1M
Employees12
Clients7,770
DateOct 2016
Total AUM$454.1M
Discretionary$0
Non-Disc.$454.1M
Employees12
Clients7,770
DateAug 2016
Total AUM$454.1M
Discretionary$0
Non-Disc.$454.1M
Employees12
Clients7,770
DateAug 2016
Total AUM$454.1M
Discretionary$0
Non-Disc.$454.1M
Employees12
Clients7,770
DateMar 2016
Total AUM$454.1M
Discretionary$0
Non-Disc.$454.1M
Employees12
Clients7,770
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--