GUARDIAN FINANCIAL PARTNERS, LLC - Financial Advisor in California, Orange

Tel: 949-771-2969 635 E. Chapman Ave. Orange, California 92866

About GUARDIAN FINANCIAL PARTNERS, LLC

GUARDIAN FINANCIAL PARTNERS, LLC is a Orange, California based financial advisory firm with nearly $835,534,646 in assets under management and provides investment advisory services for 796 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

287652

Firm SEC#:

801-110423

Assets Under Management:

$835,534,646

No. of Clients:

796

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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