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| TCI Wealth Advisors Inc
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| |
|---|---|
| CRD # | 107373 |
| SEC # | 801-37083 |
| CIK # | 0001583751 |
| AUM | $4.1 BB (2024-08-29) |
| Employees | 53 (51% Investors, 2% Brokers) |
| Phone | 520-733-1477 |
| Address | 4011 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |