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Building 2GUARDIAN WEALTH ADVISORS, LLC

Map pinST LOUIS PARK, MN
Phone952-746-3211
NotebookSEC #801-87183
Total AUM
$300.2M
Employees
7
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 SHELARD PARKWAY, 6TH FLOOR
ST LOUIS PARK
MN 55426
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
952-746-3211
Other Offices
4

ReceiptFinancials

Total AUM
$300.2M
Accounts
721
Discretionary
$261.5M
Accounts
661
Non-Discretionary
$38.6M
Accounts
60

ContactClients

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Individual Clients
175
AUM
$59.6M
HNW Individual Clients
79
AUM
$237.1M
Corporation or Business Clients
6
AUM
$3.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILLAMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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