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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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