GORDIAN WEALTH ADVISORS, LLC

100 B Shoreline Hwy
Suite 302
Mill Valley, California 94941
Tel: 833-467-3426

About GORDIAN WEALTH ADVISORS, LLC

GORDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as GORDIAN WEALTH ADVISORS, LLC. The firm was established in 10/30/2015. They have over 2 offices throughout the country.

GORDIAN WEALTH ADVISORS, LLC is a Mill Valley, California based Financial Planning firm with nearly $342,712,542 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281775
SEC#	801-106836
Assets Managed by Firm	$342,712,542
No. of Clients	323
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	323	$342,712,542
High net worth individuals	92	$328,481,116

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