Guardian Wealth Advisory Services, LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Tyrone, Georgia
CRD number
340129
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kai Mays

    Chief Compliance Officer, Investment Advisor RepresentativeCRD 6198289

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth