Overview
Assets Under Management: $228 million
Headquarters: SAGINAW, MI
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
GARDEY FINANCIAL ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105337), GARDEY FINANCIAL ADVISORS INC is subject to fiduciary duty under federal law.
GARDEY FINANCIAL ADVISORS INC is headquartered in SAGINAW, MI.
GARDEY FINANCIAL ADVISORS INC serves 71 high-net-worth clients according to their SEC filing dated July 26, 2024. View client details ↓
According to their SEC Form ADV, GARDEY FINANCIAL ADVISORS INC offers financial planning and portfolio management for individuals. View all service details ↓
GARDEY FINANCIAL ADVISORS INC manages $228 million in client assets according to their SEC filing dated July 26, 2024.
According to their SEC Form ADV, GARDEY FINANCIAL ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 607
Discretionary Accounts: 564
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 105337
Last Filing Date: 2024-07-26 00:00:00
Website: https://gardey.com