Overview
Assets Under Management: $836 million
Headquarters: ORANGE, CA
High-Net-Worth Clients: 212
Average Client Assets: $1 million
Frequently Asked Questions
GUARDIAN FINANCIAL PARTNERS, 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 #287652), GUARDIAN FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
GUARDIAN FINANCIAL PARTNERS, LLC is headquartered in ORANGE, CA.
GUARDIAN FINANCIAL PARTNERS, LLC serves 212 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, GUARDIAN FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GUARDIAN FINANCIAL PARTNERS, LLC manages $836 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, GUARDIAN FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.43
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 796
Discretionary Accounts: 796
Regulatory Filings
CRD Number: 287652
Last Filing Date: 2025-02-12 00:00:00
Website: https://guardianfinancialpartners.com