Guardian Asset Advisors, LLC
Firm details
- Headquarters
- Mechanicsburg, Pennsylvania
- CRD number
- 144958
- Registered since
- March 15, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals59.85%
- HNWI38.2%
- Charitable Organizations1.52%
- Corporations / Businesses0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Guardian Asset Advisors, LLC is an independent, individual-owned registered investment adviser that markets itself as both a portfolio manager and a capital allocator. The firm is SEC-registered (registered in 2021) and serves a mix of individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Guardian charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm lists affiliations with a broker-dealer and an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities43%
- Cash & Cash Equivalents11%
Contacts
3 of 9
David Noggle
AdvisorCRD 5864626
Craig Hahnlen
Registered Investment AdvisorCRD 4654771
Jason Giordano
Investment Advisor RepresentativeCRD 3091792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$133M in ETFs
83%
$111M
2%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $10.3M | 33,894 | 7.77% |
Location
Mechanicsburg, PA
Cumberland
Location
Mechanicsburg, PA
Headquartered in Mechanicsburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 5000 Ritter Rd
- Time zone
- ET (UTC-5)
- Office locations
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