Investment adviser · CRD 105337
GARDEY FINANCIAL ADVISORS INC
Investment adviser filing (IA)
SAGINAW, MI, United States · Form ADV filed Jul 26, 2024
- Regulatory AUM
- $228M Form ADV · Item 5.F
- Client accounts
- 607 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 71 | $171,978,758 | 75.3% |
| Individuals | 103 | $46,097,515 | 20.2% |
| Retirement plans | Fewer than 5 | $6,111,871 | 2.7% |
| Charities | 5 | $4,145,876 | 1.8% |
| Corporations & businesses | Fewer than 5 | $107,628 | 0.0% |
Filing source
Form ADV 1891096 · Jul 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
100 HARROW LANESAGINAW, MI, 48638, United States
CRD 105337
Filing source
Form ADV 1891096 · Jul 26, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.