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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 $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 Status | Approved |
| 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 Clients | AUM | |
|---|---|---|
| Firm Total | 618 | $675,370,269 |
| Individuals (other than high net worth individuals) | 150 | $62,354,000 |
| High net worth individuals | 138 | $182,800,216 |
| Pension and profit sharing plans | 18 | $412,682,037 |
| Charitable organizations | Fewer than 5 clients | $8,743,160 |
| Corporations or other businesses | 5 | $8,790,856 |
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