Guardian Capital, LLC

Guardian Capital, LLC (CRD# 156015) is a financial advisory firm headquartered in Wexford, PA. They manage $74,820,000 in 249 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
109 Vip Drive, Wexford, PA 15090
http://www.guardiancapitalllc.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $300,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Boris, financial advisor Wexford PA
Thomas J. Boris
CRD#: 5057150
109 Vip Drive, Wexford, PA 15090

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
Greg Miller, financial advisor Wexford PA
Greg H. Miller
CRD#: 4628226
109 Vip Drive, Wexford, PA 15090

Greg Miller (CRD# 4628226) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has over 21 years of experience in the finance industry.

3
James Shields, financial advisor Wexford PA
James P. Shields
CRD#: 4890398
109 Vip Drive, Wexford, PA 15090

James Shields (CRD# 4890398) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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