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Building 2TCI WEALTH ADVISORS, INC.

Map pinTUCSON, AZ
Phone520-733-1477
NotebookSEC #801-37083
Total AUM
$5.4B
Employees
72
Clients
3,268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4011 EAST SUNRISE DRIVE
TUCSON
AZ 85718
United States
Operating Hours
7:30AM-4:30PM
Monday - Friday
Phone
520-733-1477
Other Offices
6

ReceiptFinancials

Total AUM
$5.4B
Accounts
11,863
Discretionary
$5.3B
Accounts
11,856
Non-Discretionary
$22.5M
Accounts
7

ContactClients

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Individual Clients
1,899
AUM
$816.7M
HNW Individual Clients
1,290
AUM
$4.3B
Pension/Profit Sharing Plan Clients
49
AUM
$122.8M
Charitable Organization Clients
8
AUM
$45.1M
Corporation or Business Clients
22
AUM
$33.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILINKSKYLAMAMDMEMIMNMTNCNENHNJNMNVNYOHORPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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

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