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GUARDIAN FINANCIAL PARTNERS, LLC

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

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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 $675,370,269 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#287652
SEC# 801-110423
Assets Managed by Firm $675,370,269
No. of Clients 618
No. of Advisors 4

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total618$675,370,269
Individuals (other than high net worth individuals)150$62,354,000
High net worth individuals138$182,800,216
Pension and profit sharing plans18$412,682,037
Charitable organizationsFewer than 5 clients$8,743,160
Corporations or other businesses5$8,790,856
Inquire with GUARDIAN FINANCIAL PARTNERS, LLC

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