Guardian Financial Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 287652
- SEC number
- 801-110423
- Firm type
- RIA
- Assets under management
- $911.9M as of Feb 5, 2026
- Website
- www.youtube.com/channel/UCTz2VWRZ16bBGKFDvD6sPcA?reload=9 ↗
- Phone
- 949-771-2969
- Address
- 635 E. Chapman Ave., Orange, CA, 92866
Advisors at this firm
8 in our index · page 1 of 1
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Casey Steven BartelsCRD 5312518 · Orange, CAIA RegisteredRegistration inactive
-
John Felix BodovitzCRD 1197656 · Corona Del Mar, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Patrick Claude Robert GuinetCRD 1570982 · Orange, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Hung Phuc NguyenCRD 2857985 · Orange, CAIA RegisteredRegistration inactive
-
Robert Edward NovellCRD 2483712 · Arcadia, CAIA Registered
-
Sharon Oberlander NovellCRD 6900580 · Arcadia, CAIA Registered
-
Norris Benedict PerezCRD 7901678 · Santa Ana, CAIA Registered
-
Ilkay SepulvedaCRD 2441332 · Laguna Niguel, CAIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 287652 ↗
FINRA BrokerCheck record for firm CRD 287652 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.