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GI PARTNERS
6720 N Scottsdale Road
Suite 350
Scottsdale, Arizona 85253
Tel: 623-887-4320
About GI PARTNERS
GI PARTNERS, formally registered with the SEC as GI PARTNERS. The firm was established in 03/30/2012. They have over 7 offices throughout the country.
GI PARTNERS is a Scottsdale, Arizona based Financial Planning firm with nearly $32,630,475,936 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 152 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161573 |
| SEC# | 801-73556 |
| Assets Managed by Firm | $32,630,475,936 |
| No. of Clients | 25 |
| No. of Advisors | 152 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $32,630,475,936 |
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