Guardian Capital, LLC

Guardian Capital, LLC (CRD# 156015) is a financial advisory firm headquartered in Wexford, PA. They manage $30,000,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $181,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Guardian Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas J. Boris
CRD#: 5057150
109 Vip Drive, Wexford, PA 15090
87
Wealthminder
score

Thomas Boris (CRD# 5057150) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry.

2
James P. Shields
CRD#: 4890398
109 Vip Drive, Wexford, PA 15090
83
Wealthminder
score

James Shields (CRD# 4890398) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has over 11 years of experience in the finance industry.

3
Greg H. Miller
CRD#: 4628226
109 Vip Drive, Wexford, PA 15090
58
Wealthminder
score

Greg Miller (CRD# 4628226) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has over 13 years of experience in the finance industry.

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