Gordian advisors llc
WebMar 10, 2024 · Gordian Advisors, LLC (Gordian) was established in October 2002 (in the form of Gordian Advisors) by David Hamra. Gordian offers comprehensive financial planning which incorporates investment advice, retirement planning, estate planning, tax planning, insurance review, saving for education and any other financial issues that are … WebGordian Advisors, LLC Tucson, AZ Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country Elias Young CFP® Wellspring Financial Partners Tucson, AZ Jason …
Gordian advisors llc
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WebAdditional information about Gordian Advisors, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. Gordian Advisors, LLC’s CRD number is 121362. The Form ADV, Part 2 for Gordian Advisors, LLC, was last updated on March 27, 2024 at which time changes were made to the minimum annual management fee and minimum retainer fee. WebWe are an independent fee-only financial planning firm located in Tucson, AZ and serving clients around the country. We always act as fiduciaries …
WebGordian Wealth Advisors, LLC is a large advisory firm based in Mill Valley. It manages $210.85 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas. WebNov 30, 2011 · GORDIAN ADVISORS, LLC Company Number L17229924 Status Active Incorporation Date 30 November 2011 (over 11 years ago) Company Type Domestic LLC Jurisdiction Arizona (US) Registered Address 2200 E RIVER RD STE 109 TUCSON 85718 Pima, AZ United States Business Classification Text Any legal purpose Agent Name …
WebMichael Kim President and Chief Client Officer Gary Zyla EVP, Chief Financial Officer Michael Abelson, CFA EVP, Corporate Development Ted Angus EVP, General Counsel Carrie E. Hansen EVP, Chief Operating Officer, President Mutual Funds David McNatt EVP, Investment Solutions Muk Mehta EVP, Chief Information Officer WebGordian has partnered with Government Business Council (GBC) to survey and consolidate insights from state, local and K-12 leaders, and prepared an actionable playbook for public sector officials looking to fund mission …
WebDec 20, 2024 · Farmers Insurance gains new advisor The Southern Arizona District Office of Farmers Insurance Group has appointed Andrew Pickford as the newest advisor to Tucson. Pickford holds his...
WebThe Gordian team provides the highest standards of comprehensive wealth management, including investment strategy, money manager research and due diligence, sophisticated … creaton großengotternWebMar 14, 2024 · March 14, 2024 Gordian Wealth Advisors, registered in 2015, serves 2 state (s) with a licensed staff of 4 advisors. Gordian Wealth Advisors manages $308.6 million and provides investment advisory services for 73 clients (1:18 advisor/client ratio). Gordian Wealth Advisors 833-467-3426 Visit Site add_a_photo Overall info 4.0 Year … creaton gwarancjeWebAt Gordian Wealth Advisors our core philosophy is to ‘Simplify the Complex’, a simple back-to-basics approach that underpins all aspects of who we are and what we do. Our online Wealth Management System, The Knot, will provide you with a personal website which makes organizing your life simple. The Knot connects with all your financial ... creaton harmonie dunstrohrWebGordian Group acted as investment banker to Alexander Gallo Holdings in connection with its successful restructuring, including raising DIP financing and effecting a successful … creaton gwarancjaWebGordian Wealth Advisors LLC is a registered investment advisor with the SEC. INFORMATIONAL PURPOSES ONLY. Nothing on this site is an offer or solicitation to buy or sell any security. Although the site may include investment-related information, nothing on the site is a recommendation that you purchase, sell or hold any security or other ... creaton harmonie kaufenWebGordian Wealth Advisors, LLC is a business that has its headquarters in Mill Valley, California. The investment advisory business has a total of six employees. It oversees $309 million in assets under management among its 292 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. creaton harmonie naturrotWebGordian Advisors, LLC operates as a financial advisory company headquartered in Tucson, Arizona. Gordian Advisors, LLC handles $183.3 million in assets under management across 273 client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). creaton harmonie farben