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Gardey Financial Advisors Inc
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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) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 103 | 46.1 |
(b) Individuals (high net worth individuals) | 71 | 172.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 6.1 |
(h) Charitable organizations | 5 | 4.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 607 | 228.4 |
By Discretionary | ||
Discretionary | 564 | 203.0 |
Non-Discretionary | 43 | 25.4 |
Total | 607 | 228.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 228.4 | |
Total | 607 | 228.4 |
Comparable Firms | State | AUM ($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 |