Gordian Advisors, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 121362
- Registered since
- April 18, 2019
- Website
- gordianadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.46%
- Individuals6.74%
- Pension & Profit Sharing Plans1.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gordian Advisors, LLC is an independent registered investment adviser that began SEC registration in 2019 and focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Gordian is not set up as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities9%
- Cash & Cash Equivalents2%
Contacts
3 of 3Jeffrey Matchett Robles
Financial PlannerCRD 5294786
David Hamra
Founding PrincipalCRD 1699113
Denis Smirnov
Financial AdvisorCRD 4409968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$150M in ETFs
97%
$146M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $34.7M | 451,880 | 23.10% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 2200 E River Rd
- Time zone
- MT (UTC-7)
- Office locations
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