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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TCI Wealth Advisors Inc
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|---|---|
| CRD # | 107373 |
| SEC # | 801-37083 |
| CIK # | 0001583751 |
| AUM | $4.5 B (2025-07-10) |
| Employees | 61 (66% Investors, 0% Brokers) |
| Phone | 520-733-1477 |
| Address | 4011 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.6 | ||
| Microsoft Corp | 16.1 | ||
| Amazon Com Inc | 9.1 | ||
| Nvidia Corp | 7.5 | ||
| Johnson & Johnson | 6.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,868 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,100 | 3.5 |
| (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 | 45 | 0.1 |
| (h) Charitable organizations | 8 | 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 | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,010 | 4.5 |
| By Discretionary | ||
| Discretionary | 11,004 | 4.5 |
| Non-Discretionary | 6 | 0.0 |
| Total | 11,010 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 11,010 | 4.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001583751] |
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|---|---|---|
|
Northeast Financial Consultants LLC
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CT | 4.6 |
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Heritage Wealth Advisors LLC
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VA | 4.6 |
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NJ | 4.6 |
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RNC Capital Management LLC
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Clearwater Advisors LLC
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ID | 4.5 |
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Waldron Private Wealth LLC
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PA | 4.5 |
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Private Management Group Inc
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CA | 4.5 |
|
Advance Capital Management Inc
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MI | 4.5 |
|
Slavic Mutual Funds Management Corp
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FL | 4.5 |
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Chicago Capital LLC
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IL | 4.5 |