|
⚲
|
| Keyboard |
| Guardian Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 287652 |
| SEC # | 801-110423 |
| CIK # | 0001723514, 0001884799 |
| AUM | 911.9 M (2026-02-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-771-2969 |
| Address | 635 E Chapman Ave Orange, CA 92866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Marvell Technology Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Edison International | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 83.8 |
| (b) Individuals (high net worth individuals) | 246 | 327.4 |
| (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 | 6 | 473.2 |
| (h) Charitable organizations | 0 | 16.5 |
| (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 | 0 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 906 | 911.9 |
| By Discretionary | ||
| Discretionary | 906 | 911.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 906 | 911.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.9 | |
| Total | 906 | 911.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001723514] | |
| 13F-HR | [0001884799] | |
| 13F-NT | [0001884799] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RMG Wealth Management LLC
✚
|
WI | 914.0 M |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 912.2 M |
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |
|
Nesteggs Retirement Plan Services Inc
✚
|
FL | 911.3 M |
|
Claris Advisors LLC
✚
|
MO | 911.1 M |
|
Tiempo Capital Partners LLC
✚
|
FL | 911.0 M |
|
Syverson Strege & Company
✚
|
IA | 910.8 M |
|
Fonville Wealth Management LLC
✚
|
VA | 909.6 M |
|
Dean Investment Associates LLC
✚
|
OH | 909.3 M |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
✚
|
TX | 909.3 M |