Guardian Financial Partners, LLC
● SEC registered since 2017CRD 287652SEC# 801-110423Orange, CA
Reg. AUM
$911.9M
Employees
4
Accounts
906
Location
Orange, CA
Guardian Financial Partners, LLC assets under management
Guardian Financial Partners, LLC is an SEC-registered investment adviser based in Orange, CA. The firm has been registered since 2017. It reports $911.9 million in regulatory assets under management and employs 4 people.
Guardian Financial Partners, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Steven Bartels Control | Managing Member | 25-50% | 2017 |
| Ck Financial LLC Control | Member | 25-50% | 2017 |
| Hmgl LLC Control | Member | 25-50% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Guardian Financial Partners, LLC manage?
Guardian Financial Partners, LLC reports $911.9 million in regulatory assets under management on its Form ADV.
How many employees does Guardian Financial Partners, LLC have?
Guardian Financial Partners, LLC reports 4 employees.
Where is Guardian Financial Partners, LLC located?
Guardian Financial Partners, LLC is based in Orange, CA and has been SEC-registered since 2017.
Does Guardian Financial Partners, LLC disclose fund performance?
Guardian Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 635 E. Chapman Ave., Orange, CA 92866 |
| Phone | 949-771-2969 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1723514 |
| Discloses disciplinary history | No |
Regulatory AUM
$911.9M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$911.9Mregulatory AUM
Discretionary $911.9M