Guardian Financial Partners, LLC
Guardian Financial Partners, LLC (CRD# 287652) is a financial advisory firm headquartered in Orange, CA. They manage $763,688,245 in 710 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management764MILLION
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Total Number of Accounts710ACCOUNTS
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Average Account Value$1,075,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, TX
Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 16 years of experience in the finance industry.
Patrick Guinet (CRD# 1570982) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 37 years of experience in the finance industry.
Hung Nguyen (CRD# 2857985) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 26 years of experience in the finance industry.
Jacqueline Harper (CRD# 7270236) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Victorville, CA and has 1 year of experience in the finance industry.
Norris Perez (CRD# 7901678) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Santa Ana, CA and has 1 year of experience in the finance industry.
Ilkay Sepulveda (CRD# 2441332) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Laguna Niguel, CA and has over 15 years of experience in the finance industry.