A complete list of active advisors currently associated with Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Warmer can help you find a great advisor at Praetorian Guard, A Division Of Praetorian Wealth Management,Inc or one who fits your needs even better.
Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts and charitable organizations. The firm manages roughly $598.7 million across several hundred client relationships and serves both non‑HNW and high‑net‑worth clients. Investment decisions are driven by fundamental and cyclical analysis applied across equities, fixed income and cash, and portfolios are managed in accordance with each client’s stated objectives and written restrictions using a combination of in‑house and third‑party research. The firm also monitors and implements asset‑allocation and rebalancing for held‑away employer retirement accounts via an order‑management platform (Pontera) and integrates ongoing financial planning into its advisory work. What distinguishes the firm is its advisory team composition and operational practices: multiple advisors have prior military careers and hold advanced degrees and CFP designations, and the firm centralizes supervision and periodic account review processes. Praetorian Guard also provides less common services for a firm of its size, including serving as trustee in specified circumstances while requiring independent custody and an annual, unannounced CPA inspection of those trust accounts.
To learn more about the advisors currently working at Praetorian Guard, A Division Of Praetorian Wealth Management,Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Praetorian Guard, A Division Of Praetorian Wealth Management,Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, CA
| 14
| |
Gambrills, MD
| 1
| |
Wilmington, DE
| 1
| |
Carmel, CA
| 20
| |
Carmel, CA
| 2
| |
Carmel, CA
| 5
| |
Arlington, VA
| 12
|
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