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Guardian Capital Advisors LP
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CRD # | 109840 |
SEC # | 801-57262 |
CIK # | 0001512652 |
AUM | $2.5 BB (2024-03-26) |
Employees | 46 (41% Investors, 0% Brokers) |
Phone | 416-364-8341 |
Address | Commerce Crt West, Suite 2700 Toronto Ontario, Canada |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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RY | 136,439.1 | 55.8 | |
TD | 118,714.7 | 40.1 | |
BMO | 62,776.1 | 31.0 | |
MSFT | 1,918,222.4 | 30.4 | |
BNS | 71,185.7 | 29.3 | |
ENB | 86,202.3 | 28.3 | |
CNI | 76,730.1 | 26.6 | |
CNQ | 64,400.5 | 21.1 | |
AAPL | 2,382,844.0 | 20.9 | |
JPM | 340,169.2 | 20.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,744 | 0.7 |
(b) Individuals (high net worth individuals) | 366 | 0.8 |
(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 | 23 | 0.0 |
(h) Charitable organizations | 17 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.1 |
(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 | 334 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 6,623 | 2.5 |
By Discretionary | ||
Discretionary | 6,623 | 2.5 |
Non-Discretionary | 0 | 0.0 |
Total | 6,623 | 2.5 |
By Non-United States Persons | ||
Non-United States Persons | 2.4 | |
United States Persons | 0.0 | |
Total | 6,623 | 2.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001512652] |
Related Firms | State | AUM ($BB) |
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Guardian Capital LP
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|
11.6 | |
Guardian Capital Advisors LP
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|
2.5 |
Comparable Firms | State | AUM ($BB) |
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Leavell Investment Management Inc
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|
AL | 2.5 |
Urban Investment Advisors Inc
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CA | 2.5 |
Advisor Resource Council
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TX | 2.5 |
Summitry LLC
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CA | 2.5 |
Vista Capital Partners Inc
✚
|
OR | 2.4 |
Alphacore Capital LLC
✚
|
CA | 2.4 |
Gibson Capital LLC
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|
PA | 2.4 |
Visionary Wealth Advisors LLC
✚
|
MO | 2.4 |
Nutter Investment Advisors Limited Partnership
✚
|
MA | 2.4 |
Retirement Income Solutions Inc
✚
|
MI | 2.4 |