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Managing Member · Guardian Financial Partners, LLC

Patrick C. Guinet

CRD 1570982 · Named on Form ADV at one SEC-registered adviser

At a glance

Guardian Financial Partners, LLC, an SEC-registered asset manager based in Orange, CA with $912 million in regulatory assets, lists Patrick C. Guinet on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Hung P. NguyenChief Compliance Officer & Managing Member, Guardian Financial Partners, LLC
  • Casey S. BartelsManaging Member, Guardian Financial Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.