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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Financial Partners LLC
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| CRD # | 287652 |
| SEC # | 801-110423 |
| CIK # | 0001884799, 0001723514 |
| AUM | $835.5 M (2025-02-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 949-771-2969 |
| Address | 635 E Chapman Ave Orange, CA 92866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 84.6 |
| (b) Individuals (high net worth individuals) | 212 | 287.7 |
| (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 | 10 | 440.9 |
| (h) Charitable organizations | 0 | 11.5 |
| (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 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 835.5 |
| By Discretionary | ||
| Discretionary | 796 | 835.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 796 | 835.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 835.5 | |
| Total | 796 | 835.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723514] | |
| 13F-HR | [0001884799] | |
| 13F-NT | [0001884799] |
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