CRD: 287652
Guardian Financial Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2017
- Office Locations
- 5
Office Locations
About Guardian Financial Partners, LLC
Guardian Financial Partners, LLC is a fiduciary RIA providing financial planning, tax and retirement planning, investment management, and institutional consulting. The firm serves high-net-worth families, retirees, institutions, and has long-standing specialization supporting Southern California Edison employees and executives. Portfolios use a building-block approach spanning ETFs and alternative investments, with client access via Orion and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CASEY STEVEN BARTELS
Certified Financial Planner, Managing Member
- CRD
- #5312518
- Ownership
- 25% but less than 50%
PATRICK CLAUDE ROBERT GUINET
Managing Member, Wealth Advisor
- CRD
- #1570982
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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John Felix Bodovitz
Financial Advisor
- CRD
- #1197656
ROBERT EDWARD NOVELL
--
- CRD
- #2483712
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $911,901,445 | $1,006,514 |
| Non-Discretionary | $0 | -- |
| Total | $911,901,445 | $1,006,514 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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