Overview
Assets Under Management: $2.5 billion
High-Net-Worth Clients: 366
Average Client Assets: $2.2 million
Frequently Asked Questions
GUARDIAN CAPITAL ADVISORS LP 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 #109840), GUARDIAN CAPITAL ADVISORS LP is subject to fiduciary duty under federal law.
GUARDIAN CAPITAL ADVISORS LP serves 366 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, GUARDIAN CAPITAL ADVISORS LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GUARDIAN CAPITAL ADVISORS LP manages $2.5 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, GUARDIAN CAPITAL ADVISORS LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 366
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.24%
Average Client Assets: $2.2 million
Total Client Accounts: 6,623
Discretionary Accounts: 6,623
Regulatory Filings
CRD Number: 109840
Filing ID: 1849034
Last Filing Date: 2024-03-26 12:21:00