Guardian Pointe

Finance · Michigan, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1024 E Grand River Ave, Brighton, Michig...

Phone Number

(810) 588-6162

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Guardian Pointe

Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan, serving both individual and institutional investors. The firm employs a fiduciary approach to financial planning and wealth management, focusing on educating clients about investment strategies and risk management. Their services include asset management, strategic tax planning, and wealth transfer strategies, with a commitment to maximizing net retirement income. With over fifty years of experience, Caitlin John aims to deliver refined financial strategies while upholding high ethical standards.Explore more
Popular SearchesGuardian Pointe LLCGuardian Pointe Private Wealth ManagementGuardian Pointe PWMGuardianpointepwmSIC Code 62,628NAICS Code 52,523Show more

Guardian Pointe Org Chart

PhoneEmail
GP
United States flag for contact location.

Compliance

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Guardian Pointe your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Guardian Pointe

Compare insights from companies similar to Guardian Pointe, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Guardian Pointe

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1983
<$5M
11-50
Private
-
2010
Kristin Briggs, Chief Financial Officer at Caitlin John
Kristin BriggsChief Financial Officer
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Guardian Pointe is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Guardian Pointe is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Guardian Pointe.

Guardian Pointe Tech Stack

A closer look at the technologies used by Guardian Pointe

Top Finance Companies

Frequently Asked Questions Regarding Guardian Pointe

What is Guardian Pointe's official website?
Guardian Pointe's official website is www.guardianpointepwm.com
What is Guardian Pointe's Revenue?
Guardian Pointe's revenue is <$5 Million
What is Guardian Pointe's SIC code?
Guardian Pointe's SIC: 62,628
What is Guardian Pointe's NAICS code?
Guardian Pointe's NAICS: 52,523
How many employees does Guardian Pointe have?
Guardian Pointe has 1-10 employees
What industry does Guardian Pointe belong to?
Guardian Pointe is in the industry of: Finance, Securities Trading
What is Guardian Pointe competition?
Guardian Pointe top competitors include: Caitlin John, Copper Canyon Wealth Management, Constant Guidance Financial, Furlong Investment Solutions
What technology does Guardian Pointe use?
Some of the popular technologies that Guardian Pointe uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Guardian Pointe?
Guardian Pointe contact info: Phone number: (810) 588-6162 Website: www.guardianpointepwm.com
What does Guardian Pointe do?

Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan, serving both individual and institutional investors. The firm employs a fiduciary approach to financial planning and wealth management, focusing on educating clients about investment strategies and risk management. Their services include asset management, strategic t... ax planning, and wealth transfer strategies, with a commitment to maximizing net retirement income. With over fifty years of experience, Caitlin John aims to deliver refined financial strategies while upholding high ethical standards.Read More

Is Guardian Pointe a public company?
Guardian Pointe is private company therefore does not currently have an official ticker symbol
See more information about Guardian Pointe

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.