← Back to searchVisit website
GUARDIAN PARTNERS INC.
CRD 324189 · SEC 801-131497
COMMERCE COURT WEST, 199 BAY STREET,, SUITE 2700, TORONTO, ONTARIO, TX, M5L 1E8, Canada
Phone
416.840.8001
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.29B
Discretionary AUM
$3.29B
Team
76 total employees; 30 advisory reps; 90 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2174 | $702.8M |
| High net worth individuals | 522 | $1.34B |
| Pooled investment vehicles | 4 | $313.2M |
| Pension/profit sharing plans | 22 | $21.0M |
| Charitable organizations | 19 | $26.9M |
| Corporations/business entities | 310 | $868.3M |
States served
TX, NH
All web addresses on file
Official SEC filing: View on IAPD