GORDIAN ADVISORS, LLC
Adviser information for GORDIAN ADVISORS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Arizona, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 268 | $158.3M |
Non-Discretionary | 60 | $57.4M |
Total | 328 | $215.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 30 | $10.7M |
HNW Individuals | 73 | $200.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $4.1M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
2200 E. RIVER RD.STE. 109
TUCSON
AZ
United States
Monday - Friday, 8 AM - 5 PM
Tel: 520-615-2779, Fax: 520-529-7079
Chief Compliance Officer
DAVID HAMRA
PRINCIPAL
2200 E. RIVER RD.
STE. 109
TUCSON
AZ
United States
Tel:
520-615-2779 EXT 1
Fax:
520-529-7079
D***@******************M
(Full email address available in API data)
Regulatory Contact
DAVID HAMRA
PRINCIPAL
2200 E. RIVER RD.
STE. 109
TUCSON
AZ
United States
Tel:
520-615-2779 EXT 1
Fax:
520-529-7079
D***@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HAMRA, DAVID, ALAN | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 07/2002 | 50-75% |
SMIRNOV, DENIS, VIKTOROVICH | Individual | – | PRINCIPAL | 12/2020 | 25-50% |
MATCHETT ROBLES, JEFFREY, D | Individual | – | PRINCIPAL | 01/2023 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 251K | 1K | – |
AMAZON COM INC | COM | 245K | 1K | – |
APPLE INC | COM | 695K | 3K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 769K | 2K | – |
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 1M | 39K | – |
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 268K | 10K | – |
DUPONT DE NEMOURS INC | COM | 206K | 3K | – |
ELI LILLY & CO | COM | 202K | 223 | – |
INVESCO QQQ TR | UNIT SER 1 | 240K | 501 | – |
ISHARES TR | CORE S&P500 ETF | 273K | 499 | – |
ISHARES TR | RUS 1000 VAL ETF | 252K | 1K | – |
ISHARES TR | RUS 1000 GRW ETF | 439K | 1K | – |
ISHARES TR | S&P 500 GRWT ETF | 242K | 3K | – |
MICROSOFT CORP | COM | 798K | 2K | – |
NVIDIA CORPORATION | COM | 259K | 2K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 27M | 425K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 4M | 88K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 24M | 318K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2M | 27K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 17M | 65K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 64K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2M | 24K | – |
VANGUARD STAR FDS | VG TL INTL STK F | 6M | 97K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 11M | 232K | – |
VANGUARD WORLD FD | ESG US STK ETF | 404K | 4K | – |
VANGUARD WORLD FD | ESG INTL STK ETF | 221K | 4K | – |
WALMART INC | COM | 330K | 5K | – |