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Home > Retirement Planners > michigan > saginaw > GARDEY FINANCIAL ADVISORS INC
GARDEY FINANCIAL ADVISORS INC
100 Harrow Lane
Saginaw, Michigan 48638
Tel: 989-791-3880
About GARDEY FINANCIAL ADVISORS INC
GARDEY FINANCIAL ADVISORS INC, formally registered with the SEC as GARDEY FINANCIAL ADVISORS INC. The firm was established in 10/24/1984. They have over 1 offices throughout the country.
GARDEY FINANCIAL ADVISORS INC is a Saginaw, Michigan based Financial Planning firm with nearly $228,441,648 assets under management, offering retirement planning & investment advisory services to 607 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105337 |
| SEC# | 801-22431 |
| Assets Managed by Firm | $228,441,648 |
| No. of Clients | 607 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 607 | $228,441,648 |
| Individuals (other than high net worth individuals) | 103 | $46,097,515 |
| High net worth individuals | 71 | $171,978,758 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,111,871 |
| Charitable organizations | 5 | $4,145,876 |
| Corporations or other businesses | Fewer than 5 clients | $107,628 |
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