Guardian Investment Management, LLC
● SEC registered since 1976CRD 104935SEC# 801-11279Tiburon, CA
Reg. AUM
$310.3M
Employees
—
Accounts
127
Location
Tiburon, CA
Guardian Investment Management, LLC assets under management
Guardian Investment Management, LLC is a registered investment adviser overseen by the SEC based in Tiburon, CA. The firm has been registered since 1976. It reports $310.3 million in regulatory assets under management.
Guardian Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Louise Doley | Partner | 10-25% | 2026 |
| Robert Michael Tomasello Control | President, Managing Member, Cco | 50-75% | 2013 |
Frequently asked questions
How much does Guardian Investment Management, LLC manage?
Guardian Investment Management, LLC reports $310.3 million in regulatory assets under management on its Form ADV.
Where is Guardian Investment Management, LLC located?
Guardian Investment Management, LLC is based in Tiburon, CA and has been SEC-registered since 1976.
Does Guardian Investment Management, LLC disclose fund performance?
Guardian Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 Mar West St., Suite D, Tiburon, CA 94920 |
| Phone | 415-765-6860 |
| Office hours | 8:00 A.M -4:00p.m.. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$310.3M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
Assets under management
$310.3Mregulatory AUM
Discretionary $263.7MNon-discretionary $46.6M