GI PARTNERS

6720 N Scottsdale Road
Suite 350
Scottsdale, Arizona 85253
Tel: 623-887-4320

About GI PARTNERS

GI PARTNERS, formally registered with the SEC as GI PARTNERS. The firm was established in 03/30/2012. They have over 7 offices throughout the country.

GI PARTNERS is a Scottsdale, Arizona based Financial Planning firm with nearly $32,630,475,936 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 152 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161573
SEC#	801-73556
Assets Managed by Firm	$32,630,475,936
No. of Clients	25
No. of Advisors	152

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$32,630,475,936

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