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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