2024 Gordian advisors llc

Gordian advisors llc

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August undefined, 2024

WebGordian Advisors is a Fee-Only Financial Planner in Tucson, AZ and serving clients around the country. We are is an independent financial advisory and investment … WebGORDIAN ADVISORS, LLC - Investment Adviser Firm Investment Adviser Public Disclosure Investment Adviser Search Investment Adviser Data Resources FORM ADV Registration/Reporting Status Part 2 Brochures View Form ADV By Section Accountant Surprise Examination Report Individual Firm at

Gordian Advisors, LLC - smartadvisormatch.com

WebGordian Investments is a boutique broker/dealer committed to delivering best in class service with a culture of regulatory compliance. We specialize in connecting qualified … WebGORDIAN WEALTH ADVISORS, LLC ( CRD # 281775/SEC#:801-106836 ) GORDIAN WEALTH ADVISORS, LLC. View latest Form ADV filed Part 2 Brochures Part 3 … mn employee paperwork

Denis Smirnov Financial Advisor - Gordian Advisors, LLC AZ

WebGordian Group acted as investment banker to Alexander Gallo Holdings in connection with its successful restructuring, including raising DIP financing and effecting a successful … WebSince co-founding Gordian Group in 1988, Henry Owsley has led many of the firm’s financing, advisory and merger transactions, as well as expert witness engagements. He was the expert witness in the 2009 precedent … WebMar 14, 2024 · March 14, 2024 Gordian Wealth Advisors, registered in 2015, serves 2 state (s) with a licensed staff of 4 advisors. Gordian Wealth Advisors manages $308.6 million and provides investment advisory services for 73 clients (1:18 advisor/client ratio). Gordian Wealth Advisors 833-467-3426 Visit Site add_a_photo Overall info 4.0 Year … initiative\\u0027s g1

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Gordian Advisors, LLC

WebDec 14, 2024 · David Hamra is a financial advisor in Tucson, AZ, and has earned his CFP. He has been in practice for 20 years, the last 20 years at Gordian Advisors LLC. CFP … WebAt Gordian Wealth Advisors our core philosophy is to ‘Simplify the Complex’, a simple back-to-basics approach that underpins all aspects of who we are and what we do. Our … mn employment first policyWebMichael Kim President and Chief Client Officer Gary Zyla EVP, Chief Financial Officer Michael Abelson, CFA EVP, Corporate Development Ted Angus EVP, General Counsel Carrie E. Hansen EVP, Chief Operating Officer, President Mutual Funds David McNatt EVP, Investment Solutions Muk Mehta EVP, Chief Information Officer mn employment guide offer of employment

"WebGordian Wealth Advisors, LLC is an advisory business that has its headquarters in Mill Valley, California. The investment advisory business has a total of six people on staff. It controls $309 million in assets between its 292 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. " - Gordian advisors llc

Gordian advisors llc

WebAdditional information about Gordian Advisors, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. Gordian Advisors, LLC’s CRD number is 121362. The Form ADV, Part 2 for Gordian Advisors, LLC, was last updated on March 27, 2024 at which time changes were made to the minimum annual management fee and minimum retainer fee. WebThe Gordian team provides the highest standards of comprehensive wealth management, including investment strategy, money manager research and due diligence, sophisticated …

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Web2 days ago · Gordian Advisors is a financial planning company in Tucson. The company acts as a fiduciary and guides clients in making decisions and helps them understand the implications of every financial decision. ... Ironwood Financial LLC is an advisory firm serving the Tucson metro. It assists clients in achieving their long-term goals through ... WebDec 20, 2024 · Farmers Insurance gains new advisor The Southern Arizona District Office of Farmers Insurance Group has appointed Andrew Pickford as the newest advisor to Tucson. Pickford holds his...

WebGordian Advisors, LLC is a firm based in Tucson, Arizona. It oversees $183 million in total assets across its 273 customer accounts, placing it among the mid-sized firms in the … WebMar 10, 2024 · Gordian Advisors, LLC (Gordian) was established in October 2002 (in the form of Gordian Advisors) by David Hamra. Gordian offers comprehensive financial planning which incorporates investment advice, retirement planning, estate planning, tax planning, insurance review, saving for education and any other financial issues that are …

WebGordian Advisors, LLC Tucson, AZ Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country Elias Young CFP® Wellspring Financial Partners Tucson, AZ Jason … WebNov 30, 2011 · GORDIAN ADVISORS, LLC Company Number L17229924 Status Active Incorporation Date 30 November 2011 (over 11 years ago) Company Type Domestic LLC Jurisdiction Arizona (US) Registered Address 2200 E RIVER RD STE 109 TUCSON 85718 Pima, AZ United States Business Classification Text Any legal purpose Agent Name …

WebSeaport Gordian Energy Financial Restructuring and M&A Services; Family Office Advisory and High Net Worth Practice; Life Sciences Investment Banking; Gordian …

mn employment firstWeb1926 E. Fort Lowell Rd Suite 100 Tucson, AZ 85719 520-318-4600 Contact Us Mon - Thurs: 9:00 - 5:00 AZ Fri: 9:00 - 3:00 AZ Dan Nentl CFS, ChFC Partner [email protected] Education and Designations University of St Thomas – Bachelor’s degree CFS – Certified Funds Specialist ChFC – Chartered Financial … mn employee withholding allowanceWebGordian has partnered with Government Business Council (GBC) to survey and consolidate insights from state, local and K-12 leaders, and prepared an actionable playbook for public sector officials looking to fund mission … mn engage.incommincentives.comWebGordian Wealth Advisors LLC is a registered investment advisor with the SEC. INFORMATIONAL PURPOSES ONLY. Nothing on this site is an offer or solicitation to buy or sell any security. Although the site may include investment-related information, nothing on the site is a recommendation that you purchase, sell or hold any security or other ... mnene high schoolWebFeb 14, 2024 · Denis Smirnov, CFP® is a Fee-Only Financial Advisor in Tucson, AZ and serving clients around the country joined Gordian Advisors in 2013. He earned a BBA degree from the University of Michigan in 2002 and then lived in New York City for six years holding several Wall Street jobs in investment banking and equity research. mn employment at willWeb1926 E. Fort Lowell Rd Suite 100 Tucson, AZ 85719 520-318-4600 Contact Us Mon - Thurs: 9:00 - 5:00 AZ Fri: 9:00 - 3:00 AZ Robin Dolezal CFP® Partner [email protected] (520) 318-4600 Education and Designations University of Arizona, BS Business Administration CFP® – Certified Financial Planner … initiative\u0027s gWebAt Gordian Wealth Advisors our core philosophy is to ‘Simplify the Complex’, a simple back-to-basics approach that underpins all aspects of who we are and what we do. Our online Wealth Management System, The Knot, will provide you with a personal website which makes organizing your life simple. The Knot connects with all your financial ... initiative\u0027s g2