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Building 2GUARDIAN CAPITAL PARTNERS

Map pinWAYNE, PA
Phone610-263-0100
NotebookSEC #801-126626
Total AUM
$1.2B
Employees
17
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
724 W. LANCASTER AVENUE SUITE 120
WAYNE
PA 19087
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
610-263-0100

ReceiptFinancials

Total AUM
$1.2B
Accounts
3
Discretionary
$1.2B
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$1.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTFOLIO MONITORING AND TRANSACTION FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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