Overview
Assets Under Management: $2.9 billion
High-Net-Worth Clients: 408
Average Client Assets: $3 million
Frequently Asked Questions
GUARDIAN PARTNERS INC. 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 #324189), GUARDIAN PARTNERS INC. is subject to fiduciary duty under federal law.
GUARDIAN PARTNERS INC. serves 408 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, GUARDIAN PARTNERS INC. 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 PARTNERS INC. manages $2.9 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, GUARDIAN PARTNERS INC. 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: 408
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,542
Discretionary Accounts: 3,542
Regulatory Filings
CRD Number: 324189
Filing ID: 1962039
Last Filing Date: 2025-03-31 11:16:00
Website: https://guardiancapital.com