Investment adviser · CRD 109840
GUARDIAN CAPITAL ADVISORS LP
Investment adviser filing (IA)
TORONTO ONTARIO, Canada · Form ADV filed Mar 26, 2024
- Regulatory AUM
- $2.45B Form ADV · Item 5.F
- Client accounts
- 6,623 Accounts, not individual clients
- Employees
- 46 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 366 | $815,948,042 | 33.2% |
| Individuals | 2,744 | $735,303,546 | 30.0% |
| Corporations & businesses | 334 | $723,329,845 | 29.5% |
| Other investment advisers | Fewer than 5 | $105,123,060 | 4.3% |
| Charities | 17 | $53,180,355 | 2.2% |
| Retirement plans | 23 | $19,839,863 | 0.8% |
| Government entities | Fewer than 5 | $1,666,619 | 0.1% |
Filing source
Form ADV 1849034 · Mar 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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 26, 2024. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
COMMERCE CRT WEST, SUITE 2700, 199 BAY STREETTORONTO ONTARIO, M5L 1E8, Canada
CRD 109840
Filing source
Form ADV 1849034 · Mar 26, 2024 · 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.