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Building 2GUARDIAN FINANCIAL PARTNERS, LLC

Map pinORANGE, CA
Phone949-771-2969
NotebookSEC #801-110423
Total AUM
$911.9M
Employees
4
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
635 E. CHAPMAN AVE.
ORANGE
CA 92866
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
949-771-2969

ReceiptFinancials

Total AUM
$911.9M
Accounts
906
Discretionary
$911.9M
Accounts
906
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$83.8M
HNW Individual Clients
246
AUM
$327.4M
Pension/Profit Sharing Plan Clients
6
AUM
$473.2M
Charitable Organization Clients
1
AUM
$16.5M
Corporation or Business Clients
1
AUM
$11M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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