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 09/30/16. The fund's latest filing disclosed 183MM in positions, representing 11% of the manager's regulatory AUM.

TCI WEALTH ADVISORS StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TCI WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.9% Tech -0.31% -0.09% 0 42%
IVV 4.09% ETF 4.07% -0% 0 9%
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FEATURED IN
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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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TCI WEALTH ADVISORS Portfolio Concentration

TCI WEALTH ADVISORS Location

4011 EAST SUNRISE DRIVE
TUCSON, Arizona
UNITED STATES, 85718

TCI WEALTH ADVISORS Contact Information

Phone Number: 520-733-1477
Fax Number: 520-733-1488
Website:

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