GUARDIAN FINANCIAL PARTNERS, LLC

635 E. Chapman Ave.
Orange, California 92866
Tel: 949-771-2969

About GUARDIAN FINANCIAL PARTNERS, LLC

GUARDIAN FINANCIAL PARTNERS, LLC, formally registered with the SEC as GUARDIAN FINANCIAL PARTNERS, LLC. The firm was established in 04/28/2017. They have over 1 offices throughout the country.

GUARDIAN FINANCIAL PARTNERS, LLC is a Orange, California based Financial Planning firm with nearly $835,534,646 assets under management, offering retirement planning & investment advisory services to 796 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287652
SEC#	801-110423
Assets Managed by Firm	$835,534,646
No. of Clients	796
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	796	$835,534,646
Individuals (other than high net worth individuals)	174	$84,626,717
High net worth individuals	212	$287,684,743
Pension and profit sharing plans	10	$440,898,017
Charitable organizations	Fewer than 5 clients	$11,541,009
Corporations or other businesses	Fewer than 5 clients	$10,784,160

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