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Building 2GUARDIAN WEALTH PARTNERS, LLC

Map pinNEW YORK, NY
Phone800-879-6934
NotebookSEC #801-119560
Total AUM
$191.4M
Employees
75
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 HUDSON YARDS
NEW YORK
NY 10001
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
800-879-6934
Other Offices
7

ReceiptFinancials

Total AUM
$191.4M
Accounts
655
Discretionary
$191.4M
Accounts
655
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
372
AUM
$104.6M
HNW Individual Clients
30
AUM
$86.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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