GUARDIAN CAPITAL ADVISORS, LLC
CRD #150636 SEC #801-70314 RALEIGH, NC 919-782-7619
SEC Registered
Total AUM
$127.3M
Discretionary
$121.7M
Employees
3
Clients
1
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $154M | $139M | $15M | 4 | 400 |
| Mar 2014 | $145M | $127M | $18M | 3 | 400 |
| Mar 2013 | $127.3M | $121.7M | $5.6M | 3 | 400 |
| Mar 2013 | $127.3M | $121.7M | $5.6M | 3 | 400 |
| Mar 2013 | $127.3M | $121.7M | $5.6M | 3 | 400 |
| Aug 2012 | $126.7M | $123.1M | $3.6M | 6 | 400 |
| Apr 2012 | $126.7M | $123.1M | $3.6M | 6 | 400 |
| Mar 2011 | $106.3M | $106.3M | $0 | 10 | -- |
| Feb 2011 | $106.3M | $106.3M | $0 | 10 | -- |
| Jan 2011 | $1.1B | $1.1B | $0 | 10 | -- |
| Sep 2009 | $64.6M | $30.5M | $34.1M | 5 | -- |
DateMar 2015
Total AUM$154M
Discretionary$139M
Non-Disc.$15M
Employees4
Clients400
DateMar 2014
Total AUM$145M
Discretionary$127M
Non-Disc.$18M
Employees3
Clients400
DateMar 2013
Total AUM$127.3M
Discretionary$121.7M
Non-Disc.$5.6M
Employees3
Clients400
DateMar 2013
Total AUM$127.3M
Discretionary$121.7M
Non-Disc.$5.6M
Employees3
Clients400
DateMar 2013
Total AUM$127.3M
Discretionary$121.7M
Non-Disc.$5.6M
Employees3
Clients400
DateAug 2012
Total AUM$126.7M
Discretionary$123.1M
Non-Disc.$3.6M
Employees6
Clients400
DateApr 2012
Total AUM$126.7M
Discretionary$123.1M
Non-Disc.$3.6M
Employees6
Clients400
DateMar 2011
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$64.6M
Discretionary$30.5M
Non-Disc.$34.1M
Employees5
Clients--