Investment adviser · CRD 150636

GUARDIAN CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

RALEIGH, NC, United States · Form ADV filed Mar 30, 2015

Regulatory AUM
$154M
Form ADV · Item 5.F
Client accounts
388
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3948 BROWNING PLACE, STE 200
RALEIGH, NC, 27609, United States

CRD 150636

Filing source

Form ADV 870386 · Mar 30, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.