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GUARDIAN CAPITAL, LLC
CRD 156015 · SEC 801-131430
109 VIP DRIVE, WEXFORD, PA, 15090, United States
Phone
724-934-3050
Fax
724-934-3080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.1M
Discretionary AUM
$128.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $73.0M |
| High net worth individuals | 31 | $55.0M |
| Investment companies | 1 | $100K |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD