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Building 2GUARDIAN WEALTH ADVISORS, LLC

Map pinRALEIGH, NC
Phone919-249-1810
NotebookSEC #801-118121
Total AUM
$2.7B
Employees
50
Clients
2,262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2413 BLUE RIDGE RD
SUITE 201
RALEIGH
NC 27607
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
919-249-1810
Other Offices
13

ReceiptFinancials

Total AUM
$2.7B
Accounts
5,387
Discretionary
$2.6B
Accounts
5,373
Non-Discretionary
$137.7M
Accounts
14

ContactClients

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Individual Clients
1,649
AUM
$435.7M
HNW Individual Clients
474
AUM
$1.5B
Pension/Profit Sharing Plan Clients
104
AUM
$753.8M
Corporation or Business Clients
35
AUM
$20M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCAFLGAIAKSLAMAMDMIMNMOMSNCNENHNYOHORPASCTNTXVA

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

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