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 #1583751
AUM $3.0 BB (97% Disc, 100% US, 2020-03-16)
Employees70 (29% Investors, 0% Brokers)
Phone520-733-1477
Address4011 East Sunrise Drive
Tucson, AZ 85718
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
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 ($)
0.30.20.20.10.10.02014201620182020
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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
OH 3.0
Advance Capital Management Inc
MI 3.0
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