Guardian Wealth Advisory Services, LLC
Firm details
- Headquarters
- Tyrone, Georgia
- CRD number
- 340129
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Guardian Wealth Advisory Services, LLC is a privately held, owner-operated advisory firm registered with the SEC; the firm’s SEC registration year is listed as Unknown. The firm is organized as an LLC and identifies its owner type as an individual. Its stated advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is typically charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser. An accounting professional is listed among its industry affiliations.
Assets & Accounts
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
Owners & executives
1 of 1Kai Mays
Chief Compliance Officer, Investment Advisor RepresentativeCRD 6198289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tyrone, GA
Fayette
Location
Tyrone, GA
Headquartered in Tyrone, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fayette
- Address
- 120 Handley Rd
- Time zone
- ET (UTC-5)
- Office locations
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