Overview
Assets Under Management: $249 million
Headquarters: ST LOUIS PARK, MN
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Frequently Asked Questions
GUARDIAN WEALTH 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 #143254), GUARDIAN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GUARDIAN WEALTH ADVISORS, LLC is headquartered in ST LOUIS PARK, MN.
GUARDIAN WEALTH ADVISORS, LLC serves 71 high-net-worth clients according to their SEC filing dated November 05, 2024. View client details ↓
According to their SEC Form ADV, GUARDIAN WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GUARDIAN WEALTH ADVISORS, LLC manages $249 million in client assets according to their SEC filing dated November 05, 2024.
According to their SEC Form ADV, GUARDIAN WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 658
Discretionary Accounts: 578
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 143254
Last Filing Date: 2024-11-05 00:00:00
Website: https://guardian-wealth.com