Date Published: November 6, 2015
Summary PPT Deck: 10 Slides
Reference PPT Deck: 40 Slides
GuardVest was founded by Audie Apple & Steve Scanlon in 2013 and is based in Dallas, TX. It has two employees, 2,700 accounts, & $1.0 billion assets under administration. It is led by its Co-Founders Audie Apple & Steve Scanlon. Its web site can be found at www.guardvest.com.
GuardVest's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, revenues, & net profits.
Its profile includes detailed outlines of its core services, including:
And its profile concludes with the highlights of its organizational structure & ownership.
- Free Look Portfolio
- Advisor Report Card