GUARDIAN FINANCIAL PARTNERS, LLC
CRD #287652 SEC #801-110423 ORANGE, CA 949-771-2969
SEC Registered
Total AUM
$835.5M
Discretionary
$835.5M
Employees
5
Clients
0
Accounts
796
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $835.5M | $835.5M | $0 | 5 | 0 |
| Mar 2024 | $763.7M | $763.7M | $0 | 5 | 0 |
| Feb 2023 | $675.4M | $675.4M | $0 | 4 | 0 |
| Mar 2022 | $748.7M | $748.7M | $0 | 5 | 0 |
| Mar 2022 | $748.7M | $748.7M | $0 | 5 | 0 |
| Dec 2021 | $682.5M | $682M | $515K | 6 | 0 |
| Jun 2021 | $682.5M | $682M | $515K | 6 | 0 |
| Jan 2021 | $682.5M | $682M | $515K | 5 | 0 |
| Aug 2020 | $631.2M | $630.7M | $490K | 4 | 0 |
| Jun 2020 | $631.2M | $630.7M | $490K | 4 | 0 |
| Feb 2020 | $631.2M | $630.7M | $490K | 4 | 0 |
| Jan 2020 | $216.3M | $215.8M | $501.2K | 4 | 0 |
| Oct 2019 | $186.3M | $185.9M | $435.4K | 4 | 0 |
| Sep 2019 | $186.3M | $185.9M | $435.4K | 4 | 0 |
| Jan 2019 | $186.3M | $185.9M | $435.4K | 4 | 0 |
| Jul 2018 | $165.5M | $165M | $500K | 4 | 0 |
| Feb 2018 | $165.5M | $165M | $500K | 4 | 0 |
| Jun 2017 | $122M | $119M | $3M | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$835.5M
Discretionary$835.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$763.7M
Discretionary$763.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$675.4M
Discretionary$675.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$748.7M
Discretionary$748.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$748.7M
Discretionary$748.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$682.5M
Discretionary$682M
Non-Disc.$515K
Employees6
Clients0
DateJun 2021
Total AUM$682.5M
Discretionary$682M
Non-Disc.$515K
Employees6
Clients0
DateJan 2021
Total AUM$682.5M
Discretionary$682M
Non-Disc.$515K
Employees5
Clients0
DateAug 2020
Total AUM$631.2M
Discretionary$630.7M
Non-Disc.$490K
Employees4
Clients0
DateJun 2020
Total AUM$631.2M
Discretionary$630.7M
Non-Disc.$490K
Employees4
Clients0
DateFeb 2020
Total AUM$631.2M
Discretionary$630.7M
Non-Disc.$490K
Employees4
Clients0
DateJan 2020
Total AUM$216.3M
Discretionary$215.8M
Non-Disc.$501.2K
Employees4
Clients0
DateOct 2019
Total AUM$186.3M
Discretionary$185.9M
Non-Disc.$435.4K
Employees4
Clients0
DateSep 2019
Total AUM$186.3M
Discretionary$185.9M
Non-Disc.$435.4K
Employees4
Clients0
DateJan 2019
Total AUM$186.3M
Discretionary$185.9M
Non-Disc.$435.4K
Employees4
Clients0
DateJul 2018
Total AUM$165.5M
Discretionary$165M
Non-Disc.$500K
Employees4
Clients0
DateFeb 2018
Total AUM$165.5M
Discretionary$165M
Non-Disc.$500K
Employees4
Clients0
DateJun 2017
Total AUM$122M
Discretionary$119M
Non-Disc.$3M
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0