GUARDIAN CAPITAL PARTNERS

724 W. Lancaster Avenue Suite 120
Wayne, Pennsylvania 19087
Tel: 610-263-0100

About GUARDIAN CAPITAL PARTNERS

GUARDIAN CAPITAL PARTNERS, formally registered with the SEC as GUARDIAN CAPITAL PARTNERS. The firm was established in 09/30/2022. They have over 1 offices throughout the country.

GUARDIAN CAPITAL PARTNERS is a Wayne, Pennsylvania based Financial Planning firm with nearly $464,319,682 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321695
SEC#	801-126626
Assets Managed by Firm	$464,319,682
No. of Clients	5
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO MONITORING AND TRANSACTION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$464,319,682

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