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Building 2GORDIAN WEALTH ADVISORS, LLC

Map pinMILL VALLEY, CA
Phone833-467-3426
NotebookSEC #801-106836
Total AUM
$488.7M
Employees
7
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 B SHORELINE HWY
SUITE 302
MILL VALLEY
CA 94941
United States
Operating Hours
7:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
833-467-3426
Other Offices
1

ReceiptFinancials

Total AUM
$488.7M
Accounts
362
Discretionary
$488.7M
Accounts
362
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
114
AUM
$488.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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