Tci Wealth Advisors, Inc.

California
Registered In
12/28/2007
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction

Company Summary

Tci Wealth Advisors, Inc. at 4011 E Sunrise Dr, Tucson, Az 85718 lists John Stephens and Doug Nelson of Tucson, AZ as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
Arizona
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People

Csc - Lawyers Incorporating Service Registered 1505 Agent
251 LITTLE FALLS DR, WILMINGTON, DE 19808
John Stephens CEO
4011 E SUNRISE DR, TUCSON, AZ 85718
Doug Nelson Chief Financial Officer
4011 E SUNRISE DR, TUCSON, AZ 85718
Simone Gehner Secretary
4011 E SUNRISE DR, TUCSON, AZ 85718
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

4011 E SUNRISE DR, TUCSON, AZ 85718 (Mailing) View Map

Financials

Financial Information for Tci Wealth Advisors, Inc.

Form 5500

TCI WEALTH ADVISORS, INC

4011 E Sunrise Drive, Tucson, Az 85718 (520) 733-1477 EIN:86-1002710 Plan Admin:Aubree Jensen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY96 / 99 Assets BOY/EOY$9,099,575 / $11,755,320 2023 TCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST - Plan #002 96 / 99 $9,099,575 / $11,755,320
2022 Plan NameTCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY87 / 96 Assets BOY/EOY$9,062,159 / $9,099,575 2022 TCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST - Plan #002 87 / 96 $9,062,159 / $9,099,575
2021 Plan NameTCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY80 / 87 Assets BOY/EOY$6,377,280 / $9,062,159 2021 TCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST - Plan #002 80 / 87 $6,377,280 / $9,062,159
2020 Plan NameTCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY89 / 80 Assets BOY/EOY$4,996,429 / $6,377,280 2020 TCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST - Plan #002 89 / 80 $4,996,429 / $6,377,280
2019 Plan NameTCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST Plan #002 Participants BOY/EOY80 / 89 Assets BOY/EOY$3,324,871 / $4,996,429 2019 TCI WEALTH ADVISORS, INC PROFIT SHARING PLAN AND TRUST - Plan #002 80 / 89 $3,324,871 / $4,996,429
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:4011 E Sunrise Dr Tucson, AZ
Jimmy Bombay Properties, LLC Registered in Arizona
Tucson, AZ View Report
Newton Lawrence LLC Registered in Arizona
Tucson, AZ View Report
Tci Foundation, Inc. Registered in Arizona
Tucson, AZ View Report
Tci Wealth Advisors, Inc. Registered in Arizona
Tucson, AZ View Report
Tci Wealth Advisors, Inc. Registered in Colorado
Littleton, CO Tucson, AZ View Report
Tci Wealth Advisors, Inc. Registered in New Mexico
Santa Fe, NM Tucson, AZ View Report
Related Business Names:
Tci Wealth Advisors, Inc. Registered in Nevada
Tucson, AZ View Report
Person/City Match:John Stephens - Tucson, AZ
C.R. Money Management, L.L.C. Registered in Arizona
Phoenix, AZ Phoenx, AZ View Report
Five Daughters, LLC Registered in Arizona
Oro Valley, AZ View Report
Infrared Laboratories Incorporated Registered in Arizona
Tucson, AZ Wilmington, DE View Report
J.R. Money Management, L.L.C. Registered in Arizona
Phoenix, AZ View Report
Tucson, AZ View Report
Zero Alpha Group, LLC Registered in Texas
Dallas, TX View Report
Person/City Match:Doug Nelson - Tucson, AZ
Mesa, AZ View Report
Nelson Companies, L.L.C. Registered in Arizona
Tucson, AZ View Report
Douglas W. Nelson, Inc. Registered in California
Tucson, AZ Windsor, CA (1 more) View Report

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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