A Portfolio Metrics Measurement & Tracking Service


Recently Released!!!
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

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:

  • Free Look Portfolio
  • Advisor Report Card
And its profile concludes with the highlights of its organizational structure & ownership.
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