TCI WEALTH ADVISORS Overview
Tci Wealth Advisors Inc. is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 43 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 637MM in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 637MM in positions, representing 38% of the manager's regulatory AUM.
TCI WEALTH ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TCI WEALTH ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DFUS | 15.54% | Financials | 8.84% | 1% | 15 | 0% | ||
| DFAS | 15.3% | Financials | 10.73% | 1.26% | 19 | 0% | ||
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FEATURED IN
TCI WEALTH ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth G. Riebe | Shareholder | January-2005 |
| Douglas L. Nelson | Shareholder | January-2008 |
| Trisa M. Summers | Chief Executive Officer | February-2015 |
| Michael A. Grosso | Shareholder | April-2008 |
| Catherine A. Nichols | President, Treasurer, And Chief Compliance Officer | May-2008 |
| Guy W. Holman | Shareholder | January-2012 |
| Samuel T. Swift | Shareholder | January-2012 |
TCI WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TCI WEALTH ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant shall utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertake...
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A. The Registrant shall utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant shall utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertake...
Unlock Full Investment Process Description
TCI WEALTH ADVISORS Portfolio Concentration
TCI WEALTH ADVISORS Location
4011 EAST SUNRISE DRIVE
TUCSON, Arizona
UNITED STATES, 85718
TUCSON, Arizona
UNITED STATES, 85718
TCI WEALTH ADVISORS Contact Information
Phone Number: 520-733-1477
Fax Number: 520-733-1488
Website: http://www.tciwealth.com
Fax Number: 520-733-1488
Website: http://www.tciwealth.com
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