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GORDIAN WEALTH ADVISORS, LLC
GORDIAN WEALTH ADVISORS, LLC
MILL VALLEY, California
·
2 registered advisors
·
CRD# 281775
SEC# 801-106836
1
833-467-3426
01
Firm Overview
AUM
$343M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at GORDIAN WEALTH ADVISORS, LLC
2 registered advisors
Elliott Samuel Elbaz
MILL VALLEY, California
CRD# 2839674
Michael Allen Phippen
MILL VALLEY, California
CRD# 3020686
05
Office Locations
MILL VALLEY, California
2 advisors
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Data sourced from SEC Form ADV filings. GORDIAN WEALTH ADVISORS, LLC (CRD# 281775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.