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| Gordian Advisors LLC
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|---|---|
| CRD # | 121362 |
| SEC # | 801-115049 |
| CIK # | 0002011856 |
| AUM | 265.2 M (2026-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 520-615-2779 |
| Address | 2200 E River Rd Tucson, AZ 85718-6516 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011856 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Apple Inc | 2.7 | ||
| Johnson & Johnson | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Colgate Palmolive Co | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Starbucks Corp | 0.4 | ||
| SPDR Gold Trust | 0.4 | ||
| Nvidia Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 17.9 |
| (b) Individuals (high net worth individuals) | 71 | 242.5 |
| (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 | 4.8 |
| (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 | 343 | 265.2 |
| By Discretionary | ||
| Discretionary | 293 | 211.3 |
| Non-Discretionary | 50 | 53.9 |
| Total | 343 | 265.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.2 | |
| Total | 343 | 265.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011856] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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Comprehensive Financial Planning Corporation
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