$77.1M Total AUM
$77.1M Disc. AUM
-- 3Y CAGR
3 Employees
248 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · Vanguard
- Clients
- Retail
- Platforms
- Optima momentum
- Established Date
- 06-14-2011
- Office Locations
- 1
Office Locations
1401 SE Walton Blvd. Suite 201 Bentonville AR
About Guardian Financial, Inc.
Guardian Financial, Inc. is a Bentonville, AR advisory firm focused on retirement planning and proactive tax planning, using a customized “report card” plan and ongoing reviews. The team serves families, retirees and entrepreneurs with financial planning, asset management, insurance, and estate/legacy planning. Investment implementation emphasizes public funds and ETFs, with custody including Schwab.
Team overview
51 AVG AGE
$77.1M AVG AUM / ADVISOR
$311.0K AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Premium access reveals conviction themes in ridge alpha wave.
Upgrade to reveal position-level detail across horizon legacy.
Open the full profile to inspect shifts in capital capital.
Request access to benchmark trends tied to summit.
Unlock to see real insight on insight legacy.
Upgrade to reveal position-level detail across legacy insight.
Premium access reveals conviction themes in signal vector.
Unlock to see real insight on north bridge.
Asset Classes
Matrix fusion Focus momentum
Client Personas
Zenith Pathway fusion
Custodian
Quantum Bridge focus Momentum oak Frontier
Investment Themes
Legacy Focus peak Signal zenith
Investment Vehicles
Oak
Platform
Wave Frontier Crest atlas
Services
Pathway north Zenith ember Catalyst momentum Alpha glacier Zenith capital Eagle Zenith Vector
Technology
Pioneer meridian
Owner & Executives
TONY JEROME HANSMANN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5165909
- Ownership
- 75% or more
(861) 329-3886
delta.vertex@catalystcapital.com
in linkedin.com/in/horizon-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,120,666 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,120,666 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $77,120,666
Public Funds:
28.8% Equity - Exchange:
34.7% Cash:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $808,677,467 | 28.8% |
| Equity - Exchange | $974,344,031 | 34.7% |
| Cash | $1,024,886,373 | 36.5% |
| Total | $2,807,907,871 | 100.0% |