GUARDIAN FINANCIAL PARTNERS, LLC

GUARDIAN FINANCIAL PARTNERS, LLC of ORANGE, CA is an SEC-registered investment adviser (CRD 287652). Regulatory assets under management: $911.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Casey Steven BartelsMANAGING MEMBER
Hung Phuc NguyenCHIEF COMPLIANCE OFFICER & MANAGING MEMBER; MANAGING MEMBER
Patrick Claude Robert GuinetMANAGING MEMBER
BARTELS CASEY STEVENMANAGING MEMBER
NGUYEN HUNG PHUCCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; MANAGING MEMBER
GUINET PATRICK CLAUDE ROBERTMANAGING MEMBER

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