Overview
Assets Under Management: $836 million
Headquarters: ORANGE, CA
High-Net-Worth Clients: 212
Average Client Assets: $1 million
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