6720 N Scottsdale Road
Suite 350
Scottsdale, Arizona 85253
Tel: 623-887-4320
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 25 | $32,630,475,936 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
$6,709,525,290 | 48764 | 240 |
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