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Home > Retirement Planners > pennsylvania > mechanicsburg > GUARDIAN ASSET ADVISORS, LLC
GUARDIAN ASSET ADVISORS, LLC
5000 Ritter Rd
Suite 202
Mechanicsburg, Pennsylvania 17055
Tel: 717-691-3003
About GUARDIAN ASSET ADVISORS, LLC
GUARDIAN ASSET ADVISORS, LLC, formally registered with the SEC as GUARDIAN ASSET ADVISORS, LLC. The firm was established in 03/15/2021. They have over 5 offices throughout the country.
GUARDIAN ASSET ADVISORS, LLC is a Mechanicsburg, Pennsylvania based Financial Planning firm with nearly $245,593,025 assets under management, offering retirement planning & investment advisory services to 1322 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144958 |
| SEC# | 801-120536 |
| Assets Managed by Firm | $245,593,025 |
| No. of Clients | 1322 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1322 | $245,593,025 |
| Individuals (other than high net worth individuals) | 757 | $169,378,316 |
| High net worth individuals | 61 | $71,435,727 |
| Charitable organizations | 3 | $3,695,812 |
| Corporations or other businesses | 1 | $1,083,170 |
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|---|---|---|---|
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