| Name | Title | Ownership | Since |
|---|---|---|---|
| Arturo Ramiro Tellez Control | Shareholder And Chief Practice Officer | Under 5% | 2023 |
| Ashley Meredith Swift Control | Shareholder And Chief Operations Officer | Under 5% | 2023 |
| Catherine Ann Nichols | Shareholder | 5-10% | 2008 |
Tci Wealth Advisors, Inc. reports $4.5 billion in regulatory assets under management on its Form ADV.
Tci Wealth Advisors, Inc. reports 61 employees.
Tci Wealth Advisors, Inc. is based in Tucson, AZ and has been SEC-registered since 1990.
Tci Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4011 East Sunrise Drive, Tucson, AZ 85718 |
| Phone | 520-733-1477 |
| Fax | 520-733-1488 |
| Office hours | 7:30a.m.-4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1583751 |
| Discloses disciplinary history | No |
| Discretionary | $4.52B |
| Non-discretionary | $5.8M |
| Total (RAUM) | $4.53B |