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Building 2GARDEY FINANCIAL ADVISORS INC

Map pinSAGINAW, MI
Phone989-791-3880
NotebookSEC #801-22431
Total AUM
$228.4M
Employees
5
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 HARROW LANE
SAGINAW
MI 48638
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
989-791-3880

ReceiptFinancials

Total AUM
$228.4M
Accounts
607
Discretionary
$203M
Accounts
564
Non-Discretionary
$25.4M
Accounts
43

ContactClients

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Individual Clients
103
AUM
$46.1M
HNW Individual Clients
71
AUM
$172M
Pension/Profit Sharing Plan Clients
1
AUM
$6.1M
Charitable Organization Clients
5
AUM
$4.1M
Corporation or Business Clients
1
AUM
$107.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMAMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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