Overview
Assets Under Management: $228 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Frequently Asked Questions
GORDIAN ADVISORS, LLC 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 #121362), GORDIAN ADVISORS, LLC is subject to fiduciary duty under federal law.
GORDIAN ADVISORS, LLC is headquartered in TUCSON, AZ.
GORDIAN ADVISORS, LLC serves 70 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, GORDIAN ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GORDIAN ADVISORS, LLC manages $228 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, GORDIAN ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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