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Building 2GUARDIAN CAPITAL ADVISORS, LLC

Map pinRALEIGH, NC
Phone919-782-7619
NotebookSEC #801-70314
Total AUM
$154M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3948 BROWNING PLACE
STE 200
RALEIGH
NC 27609
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
919-782-7619

ReceiptFinancials

Total AUM
$154M
Accounts
388
Discretionary
$139M
Accounts
370
Non-Discretionary
$15M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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