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 SEC‑registered investment adviser organized as an LLC and registered in 2021. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that uses external managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension‑related consulting, and the selection of other advisers. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed‑fee engagements. Guardian does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 69Active vs passive
$111M in ETFs
82%
$91.4M
1%
$19.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $9.2M | 119,639 | 8.25% |
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
Similar firms
IFS GROUP
RIAMECHANICSBURG, PA
AVANTRA FAMILY WEALTH, INC.
RIAMECHANICSBURG, PA
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
RIAMECHANICSBURG, PA
LIFEGUIDE FINANCIAL ADVISORS, LLC
RIAMECHANICSBURG, PA
STOUT WEALTH ADVISORY GROUP, LLC
RIAMECHANICSBURG, PA
WIENKEN ADVISORS, LTD.
RIAMECHANICSBURG, PA