GUARDIAN INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
300171

Firm profile

FINTRX

Overview

Guardian Investment Advisors, LLC operates as a limited liability company focused on investment management activities. The firm is classified under CPO or CTA, indicating its involvement in commodity pool operations or commodity trading advisory. While it does not actively engage in ESG investing, it has established itself in the realm of pooled investment vehicles, acting as a sponsor and managing member. The firm is not classified as a capital allocator and does not serve as a pension consultant, which suggests a more specialized focus on investment strategies rather than broader asset allocation services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ROBERT DONNELLY

    Managing PartnerCRD 5285527

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
7500 Rialto Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth