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| Guardian Asset Advisors LLC
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|---|---|
| CRD # | 144958 |
| SEC # | 801-120536 |
| CIK # | 0002021272 |
| AUM | 278.3 M (2026-03-18) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 717-691-3003 |
| Address | 5000 Ritter Rd Mechanicsburg, PA 17055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002021272 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.7 | ||
| Nvidia Corp | 9.2 | ||
| Amazon Com Inc | 8.9 | ||
| Microsoft Corp | 4.8 | ||
| Wal Mart Stores Inc | 4.2 | ||
| Alphabet Inc | 3.7 | ||
| Palantir Technologies Inc | 3.6 | ||
| Lilly Eli & Co | 3.0 | ||
| GS Acquisition Holdings Corp | 3.0 | ||
| Tesla Motors Inc | 1.8 | ||
| McDonalds Corp | 1.6 | ||
| Schwab Charles Corp | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,099 | 166.6 |
| (b) Individuals (high net worth individuals) | 97 | 106.3 |
| (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 | 4.2 |
| (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 | 1,309 | 278.3 |
| By Discretionary | ||
| Discretionary | 1,283 | 271.4 |
| Non-Discretionary | 26 | 6.9 |
| Total | 1,309 | 278.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.3 | |
| Total | 1,309 | 278.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021272] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Auspicious Financial Planning LLC
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