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| Gordian Advisors LLC
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| |
|---|---|
| CRD # | 121362 |
| SEC # | 801-115049 |
| CIK # | 0002011856 |
| AUM | $215.7 MM (2024-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 520-615-2779 |
| Address | 2200 E River Rd Tucson, AZ 85718-6516 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.8 | |
| AAPL | 2,382,844.0 | 0.7 | |
| WMT | 335,434.5 | 0.3 | |
| NVDA | 399,550.0 | 0.3 | |
| GOOG | 1,482,566.4 | 0.3 | |
| AMZN | 1,092,997.8 | 0.2 | |
| DD | 29,153.8 | 0.2 | |
| LLY | 301,789.7 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 10.7 |
| (b) Individuals (high net worth individuals) | 73 | 200.9 |
| (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 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 215.7 |
| By Discretionary | ||
| Discretionary | 268 | 158.3 |
| Non-Discretionary | 60 | 57.4 |
| Total | 328 | 215.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.7 | |
| Total | 328 | 215.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011856] |
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|---|---|---|
|
Prairiewood Capital LLC
✚
|
ND | 0.2 |
|
The Mustico Financial Group Inc
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NY | 0.2 |
|
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WA | 0.2 |
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DKM Wealth Management Inc
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CA | 0.2 |
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McAllister Capital Management Corporation
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Transcend Advisor Group LLC
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|
Shared Vision Wealth Group LLC
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CA | 0.2 |
|
Granite Capital Management LLC
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CA | 0.2 |
|
Investment Professionals LLC
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WI | 0.2 |
|
Trimarc Wealth Management LLC
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NY | 0.2 |