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GUARDIAN ASSET ADVISORS, LLC
CRD 144958 · SEC 801-120536
5000 RITTER RD, SUITE 202, MECHANICSBURG, PA, 17055, United States
Phone
717-691-3003
Fax
717-458-5308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.3M
Discretionary AUM
$271.4M
Team
8 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1099 | $166.6M |
| High net worth individuals | 97 | $106.3M |
| Charitable organizations | 4 | $4.2M |
| Corporations/business entities | 1 | $1.2M |
States served
DE, MD, NC, PA, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD