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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| TCI Wealth Advisors Inc
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| CRD # | 107373 |
| SEC # | 801-37083 |
| CIK # | 1583751 |
| AUM | $3.0 BB (97% Disc, 100% US, 2020-03-16) |
| Employees | 70 (29% Investors, 0% Brokers) |
| Phone | 520-733-1477 |
| Address | 4011 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 1,372,810.0 | 13.1 | |
| VTI | 7.9 | ||
| IVV | 7.6 | ||
| JNJ | 381,110.0 | 6.3 | |
| AMZN | 1,207,970.0 | 6.1 | |
| XOM | 194,220.0 | 5.2 | |
| MCD | 137,440.0 | 4.8 | |
| MSFT | 1,376,930.0 | 4.5 | |
| CVX | 174,190.0 | 4.4 | |
| MMM | 87,480.0 | 3.9 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bowen Hanes & Co Inc
✚
|
GA | 3.0 |
|
Highland Capital Management LLC
✚
|
TN | 3.0 |
|
Mid Atlantic Financial Management Inc
✚
|
PA | 3.0 |
|
Stadion Money Management LLC
✚
|
GA | 3.0 |
|
Duggan Robert W
✚
|
FL | 3.0 |
|
Parsec Financial Management Inc
✚
|
NC | 3.0 |
|
Rittenhouse Financial Services Inc
✚
|
PA | 3.0 |
|
Carret Asset Management LLC
✚
|
NY | 3.0 |
|
Cincinnati Asset Management Inc
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|
OH | 3.0 |
|
Advance Capital Management Inc
✚
|
MI | 3.0 |