AUMdb

Guardian Group

EIN 721613750 · 501(c)(3) · Public charity · Bend, OR · recognized 2007

Assets
$428K
Revenue
$745K
Expenses
$821K
Investment income
$4.1K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Trevor Procop Coo $110,420 $0
Morgan O'neal Software eng $102,557 $0
Jeffrey Keith Ceo and exec $23,660 $91,657
Bill Sibert Chair $0 $0
Nikki Bale Vice chair $0 $0
Scott Lauray Secretary $0 $0
Joe Sunwoo Treasurer $0 $0