Guardian Financial, Inc.

Overview

Guardian Financial, Inc. is a corporation operating as a non-independent retail registered investment adviser that also conducts insurance brokerage. Ownership is listed as individual, and the firm charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other advisers and external managers on behalf of clients. The client base is focused on individuals and families. Guardian Financial identifies as a capital allocator but does not characterize itself as an active ESG investor, and it does not present as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives