PPrivate Fund Data Log in Join · $37/mo

Guardian Financial Partners, LLC

● SEC registered since 2017CRD 287652SEC# 801-110423Orange, CA
Export (members)
Reg. AUM
$835.5M
Employees
5
Accounts
796
Location
Orange, CA

Guardian Financial Partners, LLC assets under management

Guardian Financial Partners, LLC is an SEC-registered investment adviser based in Orange, CA. The firm has been registered since 2017. It reports $835.5 million in regulatory assets under management and employs 5 people.
www.youtube.com/channel/uctz2vwrz16bbgkfdvd6spca?reload=9View on SEC.gov ↗

Guardian Financial Partners, LLC owners & executives

9 reported
NameTitleOwnershipSince
Casey Steven Bartels ControlManaging Member25-50%2017
Ck Financial LLC ControlMember25-50%2017
Hmgl LLC ControlMember25-50%2017
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Guardian Financial Partners, LLC manage?

Guardian Financial Partners, LLC reports $835.5 million in regulatory assets under management on its Form ADV.

How many employees does Guardian Financial Partners, LLC have?

Guardian Financial Partners, LLC reports 5 employees.

Where is Guardian Financial Partners, LLC located?

Guardian Financial Partners, LLC is based in Orange, CA and has been SEC-registered since 2017.

Does Guardian Financial Partners, LLC disclose fund performance?

Guardian Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address635 E. Chapman Ave., Orange, CA 92866
Phone949-771-2969
Office hours8a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1723514
Discloses disciplinary historyNo

Assets under management

Discretionary$835.5M
Non-discretionary$0
Total (RAUM)$835.5M