TCI Wealth Advisors is an investment advisor in Tucson with $3.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
861002710
SEC advisor number
801-37083
FINRA CRD number
107373
AUM ?
$4.09 bn
(as of 19 Mar 24)
Accounts
10,252
(as of 19 Mar 24)
Employees
56
(30 investment advisory or research)
Address
TCI Wealth Advisors
4011 E SUNRISE DR
TUCSON
AZ 85718
4011 E SUNRISE DR
TUCSON
AZ 85718
Phone
520-733-1477
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21