Sign in
Create a free account
GUARDIAN PARTNERS INC.
TORONTO, ONTARIO
416.840.8001
SEC #801-131497Total AUM
$3.3B
Employees
76Clients
3,052Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
COMMERCE COURT WEST, 199 BAY STREET,
SUITE 2700
TORONTO, ONTARIO
M5L 1E8
Canada
SUITE 2700
TORONTO, ONTARIO
M5L 1E8
Canada
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
416.840.8001
Other Offices
2
Financials
Total AUM
$3.3B
Accounts
3,089Discretionary
$3.3B
Accounts
3,089Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,174AUM
$702.8M
HNW Individual Clients
522AUM
$1.3B
Pooled Vehicle Clients
4AUM
$313.2M
Pension/Profit Sharing Plan Clients
22AUM
$21M
Charitable Organization Clients
19AUM
$26.9M
Investment Advisor Clients
1AUM
$19.3M
Corporation or Business Clients
310AUM
$868.3M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
NHTX
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.