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 $3,431,526,695 assets under management, offering retirement planning & investment advisory services to 9496 clients. The firm is staffed with 55 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 107373 |
SEC# | 801-37083 |
Assets Managed by Firm | $3,431,526,695 |
No. of Clients | 9496 |
No. of Advisors | 55 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9496 | $3,431,526,695 |
Individuals (other than high net worth individuals) | 1808 | $736,010,981 |
High net worth individuals | 824 | $2,576,143,362 |
Pension and profit sharing plans | 40 | $91,414,319 |
Charitable organizations | 9 | $18,867,079 |
Corporations or other businesses | 17 | $9,090,954 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$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 |
Explore More Retirement Advisors in Tucson, Arizona