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GI PARTNERS

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

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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 StatusApproved
Firm CRD#161573
SEC#801-73556
Assets Managed by Firm$32,630,475,936
No. of Clients25
No. of Advisors152

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total25$32,630,475,936

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