Overview
Assets Under Management: $246 million
Headquarters: MECHANICSBURG, PA
High-Net-Worth Clients: 61
Average Client Assets: $1 million
Frequently Asked Questions
GUARDIAN ASSET ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144958), GUARDIAN ASSET ADVISORS, LLC is subject to fiduciary duty under federal law.
GUARDIAN ASSET ADVISORS, LLC is headquartered in MECHANICSBURG, PA.
GUARDIAN ASSET ADVISORS, LLC serves 61 high-net-worth clients according to their SEC filing dated June 04, 2025. View client details ↓
According to their SEC Form ADV, GUARDIAN ASSET ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GUARDIAN ASSET ADVISORS, LLC manages $246 million in client assets according to their SEC filing dated June 04, 2025.
According to their SEC Form ADV, GUARDIAN ASSET ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.09
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,322
Discretionary Accounts: 1,285
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 144958
Filing ID: 1995675
Last Filing Date: 2025-06-04 09:37:00
Website: https://osaicwealth.com