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 a privately held SEC-registered investment adviser (registered in 2021) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Guardian reports no active ESG investing program and is not organized as a multi-state adviser. The firm notes relationships with industry counterparties including a broker-dealer and an insurance company, and it indicates the owner structure is individual rather than a corporate or institutional parent.
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 8Craig Hahnlen
Registered Investment AdvisorCRD 4654771
John Kirschner
IARCRD 2185613
David Noggle
AdvisorCRD 5864626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$134M in ETFs
81%
$109M
1%
$25.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $11.3M | 128,758 | 8.43% |
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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