Guardian Financial Partners, LLC

Overview

Guardian Financial Partners, LLC is an SEC registered investment adviser based in Orange, CA, registered since 2017. It reports $912M in assets under management across 906 accounts, with 4 employees. It has 8 investment adviser representatives.

Reported AUM

$912M

Discretionary

100%

Accounts

906

Average account

$1M

Employees

4

Advisory reps

8

Registered since

2017

Jurisdictions

5

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Casey Steven Bartels Managing Member CRD 5312518
• Hung Phuc Nguyen Chief Compliance Officer, Managing Member CRD 2857985
• Patrick Claude Robert Guinet Managing Member CRD 1570982

Advisory reps 3 of 8

• Casey Steven Bartels Insurance Agent · Investment Adviser Rep CRD 5312518
• John Felix Bodovitz Investment Adviser Rep CRD 1197656
• Patrick Claude Robert Guinet Investment Adviser Rep CRD 1570982

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

635 E Chapman Ave
Orange, CA 92866

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: guardianfinancialpartners.com

Every state, with registration dates

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