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TCI WEALTH ADVISORS, INC.

4011 East Sunrise Drive
Tucson, Arizona 85718
Tel: 520-733-1477

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About TCI WEALTH ADVISORS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#107373
SEC#801-37083
Assets Managed by Firm$4,091,666,732
No. of Clients10252
No. of Advisors63

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total10252$4,091,666,732
Individuals (other than high net worth individuals)1843$753,662,200
High net worth individuals1004$3,168,724,654
Pension and profit sharing plans49$111,682,055
Charitable organizations7$32,419,104
Corporations or other businesses22$25,178,719

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GI PARTNERS
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