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Building 2GUARDIAN CAPITAL, LLC

Map pinWEXFORD, PA
Phone724-934-3050
NotebookSEC #801-131430
Total AUM
$128.1M
Employees
4
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 VIP DRIVE
WEXFORD
PA 15090
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
724-934-3050

ReceiptFinancials

Total AUM
$128.1M
Accounts
300
Discretionary
$128.1M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
209
AUM
$73M
HNW Individual Clients
31
AUM
$55M
Investment Company Clients
1
AUM
$100K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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