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GUARDIAN ASSET ADVISORS, LLC

5000 Ritter Rd
Suite 202
Mechanicsburg, Pennsylvania 17055
Tel: 717-691-3003

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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 StatusApproved
Firm CRD#144958
SEC#801-120536
Assets Managed by Firm$245,593,025
No. of Clients1322
No. of Advisors8

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 ClientsAUM
Firm Total1322$245,593,025
Individuals (other than high net worth individuals)757$169,378,316
High net worth individuals61$71,435,727
Charitable organizations3$3,695,812
Corporations or other businesses1$1,083,170

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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$194,796,322,01393301411

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