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Fi401k Advisors, LLC

● SEC registered since 2016CRD 168408SEC# 801-107736Centennial, CO
Export (members)
Reg. AUM
$915M
Employees
2
Accounts
305
Location
Centennial, CO

Fi401k Advisors, LLC assets under management

Fi401k Advisors, LLC is an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 2016. It reports $915 million in regulatory assets under management and employs 2 people.
www.fi401k.comView on SEC.gov ↗

Fi401k Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Fiduciary Holdings Limited ControlSole Shareholder/OwnerOver 75%2011
Mark Matthew Gutrich ControlElected Manager And Chief Compliance Officer25-50%2013
Gut-Cross Holdings, LLCShareholder25-50%2012

Frequently asked questions

How much does Fi401k Advisors, LLC manage?

Fi401k Advisors, LLC reports $915 million in regulatory assets under management on its Form ADV.

How many employees does Fi401k Advisors, LLC have?

Fi401k Advisors, LLC reports 2 employees.

Where is Fi401k Advisors, LLC located?

Fi401k Advisors, LLC is based in Centennial, CO and has been SEC-registered since 2016.

Does Fi401k Advisors, LLC disclose fund performance?

Fi401k Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9137 East Mineral Circle, Suite 210, Centennial, CO 80112
Phone303-495-5890
Fax303-495-5921
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$681.4M
Non-discretionary$233.6M
Total (RAUM)$915M