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⚲
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| Guardian Financial Partners LLC
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| |
|---|---|
| CRD # | 287652 |
| SEC # | 801-110423 |
| CIK # | 0001884799, 0001723514 |
| AUM | $763.7 MM (2024-03-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 949-771-2969 |
| Address | 635 E Chapman Ave Orange, CA 92866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| COST | 207.6 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| HD | 277.6 | 0.0 | |
| MRVL | 38.5 | 0.0 | |
| EIX | 23.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 76.2 |
| (b) Individuals (high net worth individuals) | 178 | 232.5 |
| (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 | 14 | 435.5 |
| (h) Charitable organizations | 0 | 10.6 |
| (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 | 5 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 763.7 |
| By Discretionary | ||
| Discretionary | 710 | 763.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 763.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 763.7 | |
| Total | 710 | 763.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001723514] | |
| 13F-NT | [0001884799] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |
|
ISTO Advisors LLC
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|
MI | 0.8 |
|
Alley Investment Management Company LLC
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IL | 0.8 |
|
Sky Investment Group LLC
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CT | 0.8 |
|
Seven Springs Wealth Group LLC
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TN | 0.8 |
|
BOSS Retirement Advisors LLC
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|
UT | 0.8 |
|
Summit Creek Advisors LLC
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|
MN | 0.8 |
|
Mitchell Capital Management Co
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|
KS | 0.8 |
|
Oakhurst Capital Advisors LLC
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|
DC | 0.8 |
|
Terril Brothers Inc
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|
MO | 0.8 |