TCI Wealth Advisors Inc

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Assets, Funds, Holdings

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TCI Wealth Advisors Inc
CRD #107373
SEC #801-37083
CIK #0001583751
AUM $4.1 BB (2024-08-29)
Employees 53 (51% Investors, 2% Brokers)
Phone520-733-1477
Address4011 East Sunrise Drive
Tucson, AZ 85718
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 29.6
MSFT 1,918,222.4 15.2
AMZN 1,092,997.8 8.6
LLY 301,789.7 7.4
XOM 385,508.3 6.7
NVDA 399,550.0 6.0
JNJ 465,600.2 5.7
CAT 99,975.7 5.2
 
 
 
Holdings by Sector ($MM)
110088066044022002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,843 0.8
(b) Individuals (high net worth individuals) 1,004 3.2
(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 49 0.1
(h) Charitable organizations 7 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 22 0.0
(n) Other 0 0.0
Total 10,252 4.1
By Discretionary
Discretionary 10,247 4.1
Non-Discretionary 5 0.0
Total 10,252 4.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.1
Total 10,252 4.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001583751]
Comparable Firms State AUM ($BB)
Northeast Financial Consultants LLC
CT 4.1
Waldron Private Wealth LLC
PA 4.1
Gentrust LLC
FL 4.1
Finaccess Advisors LLC
FL 4.0
Davidson Investment Advisors Inc
MT 4.0
Adero Partners LLC
CA 4.0
Brownson Rehmus & Foxworth Inc
IL 4.0
Advance Capital Management Inc
MI 4.0
Beacon Investment Advisory Services Inc
NJ 4.0
Shepherd Financial Investment Advisory LLC
IN 4.0
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