GARDEY FINANCIAL ADVISORS INC
CRD #105337 SEC #801-22431 SAGINAW, MI 989-791-3880
SEC Registered
Total AUM
$228.4M
Discretionary
$203M
Employees
5
Clients
101
Accounts
607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $228.4M | $203M | $25.4M | 5 | 0 |
| Mar 2024 | $228.4M | $203M | $25.4M | 5 | 0 |
| Mar 2024 | $228.4M | $203M | $25.4M | 5 | 0 |
| Oct 2023 | $195M | $164.2M | $30.8M | 5 | 193 |
| Apr 2023 | $195M | $164.2M | $30.8M | 5 | 193 |
| Mar 2023 | $195M | $164.2M | $30.8M | 5 | 193 |
| Mar 2022 | $217.6M | $181M | $36.7M | 9 | 0 |
| Mar 2021 | $200.2M | $173.1M | $27.2M | 10 | 0 |
| Jan 2021 | $183.1M | $157.4M | $25.8M | 10 | 0 |
| Jun 2020 | $183.1M | $157.4M | $25.8M | 10 | 0 |
| Mar 2020 | $183.1M | $157.4M | $25.8M | 10 | 0 |
| Dec 2019 | $166M | $141.1M | $25M | 16 | 0 |
| Apr 2019 | $166M | $141.1M | $25M | 16 | 0 |
| Dec 2018 | $185.1M | $154.4M | $30.7M | 16 | 0 |
| Mar 2018 | $185.1M | $154.4M | $30.7M | 16 | 0 |
| Mar 2017 | $171.6M | $147.7M | $23.9M | 11 | 169 |
| Jan 2017 | $177M | $143M | $34M | 11 | 175 |
| Oct 2016 | $177M | $143M | $34M | 11 | 175 |
| Jul 2016 | $177M | $143M | $34M | 11 | 175 |
| May 2016 | $177M | $143M | $34M | 11 | 175 |
| Mar 2016 | $177M | $143M | $34M | 11 | 175 |
| Mar 2015 | $196.1M | $159.1M | $37M | 9 | 200 |
| Dec 2014 | $203M | $135M | $68M | 11 | 200 |
| Dec 2014 | $203M | $135M | $68M | 11 | 200 |
| Apr 2014 | $203M | $135M | $68M | 11 | 200 |
| Apr 2013 | $211.4M | $129.5M | $81.8M | 11 | 200 |
| Apr 2012 | $209M | $116M | $93M | 11 | 200 |
| Mar 2011 | $215M | $109.1M | $105.9M | -- | -- |
| Mar 2009 | $189.7M | $91.8M | $97.9M | -- | -- |
| Mar 2007 | $228.7M | $107.3M | $121.4M | -- | -- |
| Sep 2005 | $189.2M | $74M | $115.2M | -- | -- |
| May 2004 | $143M | $56.6M | $86.4M | -- | -- |
| May 2004 | $143M | $56.6M | $86.4M | -- | -- |
| Apr 2002 | $137.6M | $50.4M | $87.2M | -- | -- |
DateJul 2024
Total AUM$228.4M
Discretionary$203M
Non-Disc.$25.4M
Employees5
Clients0
DateMar 2024
Total AUM$228.4M
Discretionary$203M
Non-Disc.$25.4M
Employees5
Clients0
DateMar 2024
Total AUM$228.4M
Discretionary$203M
Non-Disc.$25.4M
Employees5
Clients0
DateOct 2023
Total AUM$195M
Discretionary$164.2M
Non-Disc.$30.8M
Employees5
Clients193
DateApr 2023
Total AUM$195M
Discretionary$164.2M
Non-Disc.$30.8M
Employees5
Clients193
DateMar 2023
Total AUM$195M
Discretionary$164.2M
Non-Disc.$30.8M
Employees5
Clients193
DateMar 2022
Total AUM$217.6M
Discretionary$181M
Non-Disc.$36.7M
Employees9
Clients0
DateMar 2021
Total AUM$200.2M
Discretionary$173.1M
Non-Disc.$27.2M
Employees10
Clients0
DateJan 2021
Total AUM$183.1M
Discretionary$157.4M
Non-Disc.$25.8M
Employees10
Clients0
DateJun 2020
Total AUM$183.1M
Discretionary$157.4M
Non-Disc.$25.8M
Employees10
Clients0
DateMar 2020
Total AUM$183.1M
Discretionary$157.4M
Non-Disc.$25.8M
Employees10
Clients0
DateDec 2019
Total AUM$166M
Discretionary$141.1M
Non-Disc.$25M
Employees16
Clients0
DateApr 2019
Total AUM$166M
Discretionary$141.1M
Non-Disc.$25M
Employees16
Clients0
DateDec 2018
Total AUM$185.1M
Discretionary$154.4M
Non-Disc.$30.7M
Employees16
Clients0
DateMar 2018
Total AUM$185.1M
Discretionary$154.4M
Non-Disc.$30.7M
Employees16
Clients0
DateMar 2017
Total AUM$171.6M
Discretionary$147.7M
Non-Disc.$23.9M
Employees11
Clients169
DateJan 2017
Total AUM$177M
Discretionary$143M
Non-Disc.$34M
Employees11
Clients175
DateOct 2016
Total AUM$177M
Discretionary$143M
Non-Disc.$34M
Employees11
Clients175
DateJul 2016
Total AUM$177M
Discretionary$143M
Non-Disc.$34M
Employees11
Clients175
DateMay 2016
Total AUM$177M
Discretionary$143M
Non-Disc.$34M
Employees11
Clients175
DateMar 2016
Total AUM$177M
Discretionary$143M
Non-Disc.$34M
Employees11
Clients175
DateMar 2015
Total AUM$196.1M
Discretionary$159.1M
Non-Disc.$37M
Employees9
Clients200
DateDec 2014
Total AUM$203M
Discretionary$135M
Non-Disc.$68M
Employees11
Clients200
DateDec 2014
Total AUM$203M
Discretionary$135M
Non-Disc.$68M
Employees11
Clients200
DateApr 2014
Total AUM$203M
Discretionary$135M
Non-Disc.$68M
Employees11
Clients200
DateApr 2013
Total AUM$211.4M
Discretionary$129.5M
Non-Disc.$81.8M
Employees11
Clients200
DateApr 2012
Total AUM$209M
Discretionary$116M
Non-Disc.$93M
Employees11
Clients200
DateMar 2011
Total AUM$215M
Discretionary$109.1M
Non-Disc.$105.9M
Employees--
Clients--
DateMar 2009
Total AUM$189.7M
Discretionary$91.8M
Non-Disc.$97.9M
Employees--
Clients--
DateMar 2007
Total AUM$228.7M
Discretionary$107.3M
Non-Disc.$121.4M
Employees--
Clients--
DateSep 2005
Total AUM$189.2M
Discretionary$74M
Non-Disc.$115.2M
Employees--
Clients--
DateMay 2004
Total AUM$143M
Discretionary$56.6M
Non-Disc.$86.4M
Employees--
Clients--
DateMay 2004
Total AUM$143M
Discretionary$56.6M
Non-Disc.$86.4M
Employees--
Clients--
DateApr 2002
Total AUM$137.6M
Discretionary$50.4M
Non-Disc.$87.2M
Employees--
Clients--