Overview
Assets Under Management: $228 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 332
Discretionary Accounts: 273
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 121362
Last Filing Date: 2025-03-03 00:00:00
Website: https://gordianadvisors.com