|
⚲
|
| Gardey Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 105337 |
| SEC # | 801-22431 |
| CIK # | |
| AUM | $228.4 MM (2024-07-26) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 989-791-3880 |
| Address | 100 Harrow Lane Saginaw, MI 48638 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 46.1 |
| (b) Individuals (high net worth individuals) | 71 | 172.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.1 |
| (h) Charitable organizations | 5 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 228.4 |
| By Discretionary | ||
| Discretionary | 564 | 203.0 |
| Non-Discretionary | 43 | 25.4 |
| Total | 607 | 228.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.4 | |
| Total | 607 | 228.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JF Williams Co Inc
✚
|
CO | 0.2 |
|
Sanctuary Wealth Management LLC
✚
|
ID | 0.2 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.2 |
|
Shaker Financial Services LLC
✚
|
MD | 0.2 |
|
Burrus Financial Services Inc
✚
|
UT | 0.2 |
|
Melfa Wealth Management Inc
✚
|
MA | 0.2 |
|
Friedlander Brenda S
✚
|
CA | 0.2 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Verisail Partners LLC
✚
|
GA | 0.2 |
|
Envision Financial LLC
✚
|
WI | 0.2 |