Gardey Financial Advisors Inc

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Assets, Funds, Holdings

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Gardey Financial Advisors Inc
CRD #105337
SEC #801-22431
CIK #
AUM $228.4 MM (2024-07-26)
Employees 5 (40% Investors, 0% Brokers)
Phone989-791-3880
Address100 Harrow Lane
Saginaw, MI 48638
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002001200920172025
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
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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
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