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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Partners Inc
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| CRD # | 324189 |
| SEC # | 801-131497 |
| CIK # | 0001884799, 0001723514 |
| AUM | $2.9 B (2025-03-31) |
| Employees | 59 (54% Investors, 0% Brokers) |
| Phone | 416-840-8001 |
| Address | Commerce Court West, 199 Bay Street, Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,712 | 0.7 |
| (b) Individuals (high net worth individuals) | 408 | 1.0 |
| (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 | 4 | 0.3 |
| (g) Pension and profit sharing plans | 22 | 0.0 |
| (h) Charitable organizations | 20 | 0.1 |
| (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 | 313 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,542 | 2.9 |
| By Discretionary | ||
| Discretionary | 3,542 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,542 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 0.0 | |
| Total | 3,542 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723514] | |
| 13F-HR | [0001884799] | |
| 13F-NT | [0001884799] |
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