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GUARDIAN PARTNERS INC.
CRD 324189File 801-131497
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.29B
Top 25% of cohort (national)
Discretionary AUM
$3.29B
Clients
3,051
3,089 accounts
Employees
76
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 21, 2024
- Principal office
- COMMERCE COURT WEST, 199 BAY STREET,, SUITE 2700, TORONTO, ONTARIO, M5L 1E8
- Phone
- 416.840.8001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.29B
- Discretionary AUM
- $3.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,089
- Non-discretionary accounts
- 0
- Total accounts
- 3,089
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 310 | $868.3M |
| Charitable organizations | 19 | $26.9M |
| Other investment advisers | Fewer than 5 | $19.3M |
| High net worth individuals | 522 | $1.34B |
| Pooled investment vehicles | 4 | $313.2M |
| Pension and profit sharing plans | 22 | $21.0M |
| Individuals (other than high net worth individuals) | 2,174 | $702.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 59 | 76 | increased by17 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 3,479 | 3,051 | decreased by428 |
| Apr 1, 2026 | AUM | $2,931,518,190 | $3,294,238,414 | increased by$362,720,224 |
| Apr 1, 2026 | Accounts | 3,542 | 3,089 | decreased by453 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GUARDIAN PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUARDIAN PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.