Tci Wealth Advisors, Inc.
New Mexico
Registered In
02/16/2011
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 Catherine Nichols Glaser as associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Revoked
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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Douglas L Nelson
Registered Agent
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369 MONTEZUMA AVE # 457, SANTA FE, NM 87501
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John Stephens
CEO
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Catherine Nichols Glaser
President
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Tracy Sanes
Secretary
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Aubree Jensen
Treasurer
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Lori Booth-Houle
Director
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Marc Campbell
Director
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Micheal Grosso
Director
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Mickey Abeshaus
Director
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Guy Holman
Director
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Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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4011 E SUNRISE DR, TUCSON, AZ 85718
View Map
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4011 E SUNRISE DRI, TUCSON, AZ 85718
View Map
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369 MONTEZUMA # 457, SANTA FE, NM 87501
View Map
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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
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor
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