Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > GI PARTNERS
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 $31,053,928,632 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 150 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 161573 |
| SEC# | 801-73556 |
| Assets Managed by Firm | $31,053,928,632 |
| No. of Clients | 21 |
| No. of Advisors | 150 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $31,053,928,632 |
More Retirement Planning firms in Scottsdale, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $53,243,468,890 | 65 | 135 | |
| $19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
| $5,606,257,800 | 19 | 96 | |
| $5,250,997,806 | 79 | 16 |
Explore More Retirement Advisors in Scottsdale, Arizona