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Guardian Financial Partners

EST. AUM
$911,901,445

CONTACTS
2

CLIENT ACCOUNTS
906

Firm Details

Metro area Los Angeles
CRD Number 287652
Website guardianfinancialpartners.com
Client types

Overview

Guardian Financial Partners (GFP) is a financial services firm with over 60 years of combined experience, offering investment management and financial planning services to individuals, and consulting services to institutions. The firm manages $764 million in assets, with $309 million allocated to individual clients and $455 million to institutional clients. GFP works with Charles Schwab & Co. as its primary custodian for client assets, utilizing Schwab's platform for asset management. Schwab has provided custodial services for independent advisors for over 35 years and manages a significant volume of client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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