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| Guardian Asset Advisors LLC
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| |
|---|---|
| CRD # | 144958 |
| SEC # | 801-120536 |
| CIK # | 0002021272 |
| AUM | $200.5 MM (2024-07-16) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 717-691-3003 |
| Address | 5000 Ritter Rd Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.4 | |
| AMZN | 1,092,997.8 | 8.6 | |
| NVDA | 399,550.0 | 6.5 | |
| MSFT | 1,918,222.4 | 5.9 | |
| LLY | 301,789.7 | 3.0 | |
| GOOG | 1,482,566.4 | 2.3 | |
| WMT | 335,434.5 | 1.5 | |
| SCHW | 121,688.8 | 1.4 | |
| HSY | 44,908.2 | 1.4 | |
| HD | 277,648.0 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 719 | 116.0 |
| (b) Individuals (high net worth individuals) | 89 | 80.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 200.5 |
| By Discretionary | ||
| Discretionary | 1,191 | 196.9 |
| Non-Discretionary | 9 | 3.7 |
| Total | 1,200 | 200.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.5 | |
| Total | 1,200 | 200.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002021272] |
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