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GUARDIAN FINANCIAL PARTNERS, LLC
CRD 287652 · SEC 801-110423
635 E. CHAPMAN AVE., ORANGE, CA, 92866, United States
Phone
949-771-2969
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$911.9M
Discretionary AUM
$911.9M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $83.8M |
| High net worth individuals | 246 | $327.4M |
| Pension/profit sharing plans | 6 | $473.2M |
States served
AZ, CA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD