4011 East Sunrise Drive
Tucson, Arizona 85718
Tel: 520-733-1477
TCI WEALTH ADVISORS, INC, formally registered with the SEC as TCI WEALTH ADVISORS, INC. The firm was established in 08/30/1990. They have over 6 offices throughout the country.
TCI WEALTH ADVISORS, INC. is a Tucson, Arizona based Financial Planning firm with nearly $4,091,666,732 assets under management, offering retirement planning & investment advisory services to 10252 clients. The firm is staffed with 63 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107373 |
SEC# | 801-37083 |
Assets Managed by Firm | $4,091,666,732 |
No. of Clients | 10252 |
No. of Advisors | 63 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 10252 | $4,091,666,732 |
Individuals (other than high net worth individuals) | 1843 | $753,662,200 |
High net worth individuals | 1004 | $3,168,724,654 |
Pension and profit sharing plans | 49 | $111,682,055 |
Charitable organizations | 7 | $32,419,104 |
Corporations or other businesses | 22 | $25,178,719 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$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 |
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