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GUARDIAN FINANCIAL PARTNERS, LLC
GUARDIAN FINANCIAL PARTNERS, LLC
ORANGE, California
·
3 registered advisors
·
CRD# 287652
SEC# 801-110423
0
949-771-2969
01
Firm Overview
AUM
$764M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GUARDIAN FINANCIAL PARTNERS, LLC
3 registered advisors
Casey Steven Bartels
ORANGE, California
CRD# 5312518
Hung Phuc Nguyen
ORANGE, California
CRD# 2857985
Patrick Claude Robert Guinet
ORANGE, California
CRD# 1570982
05
Office Locations
ORANGE, California
3 advisors
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Data sourced from SEC Form ADV filings. GUARDIAN FINANCIAL PARTNERS, LLC (CRD# 287652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.