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 formed in 2019 and owned by an individual. The firm focuses on serving individuals and families, providing financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. Its client billing options include a percentage-of-assets model as well as hourly and fixed-fee arrangements. Gordian does not identify as an active ESG investor and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 26Active vs passive
$133M in ETFs
97%
$129M
3%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $33M | 427,134 | 24.80% |
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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