Fi401k Advisors, LLC
● SEC registered since 2016CRD 168408SEC# 801-107736Centennial, CO
Reg. AUM
$915M
Employees
2
Accounts
305
Location
Centennial, CO
Fi401k Advisors, LLC assets under management
Fi401k Advisors, LLC is an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 2016. It reports $915 million in regulatory assets under management and employs 2 people.
Fi401k Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fiduciary Holdings Limited Control | Sole Shareholder/Owner | Over 75% | 2011 |
| Mark Matthew Gutrich Control | Elected Manager And Chief Compliance Officer | 25-50% | 2013 |
| Gut-Cross Holdings, LLC | Shareholder | 25-50% | 2012 |
Frequently asked questions
How much does Fi401k Advisors, LLC manage?
Fi401k Advisors, LLC reports $915 million in regulatory assets under management on its Form ADV.
How many employees does Fi401k Advisors, LLC have?
Fi401k Advisors, LLC reports 2 employees.
Where is Fi401k Advisors, LLC located?
Fi401k Advisors, LLC is based in Centennial, CO and has been SEC-registered since 2016.
Does Fi401k Advisors, LLC disclose fund performance?
Fi401k Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9137 East Mineral Circle, Suite 210, Centennial, CO 80112 |
| Phone | 303-495-5890 |
| Fax | 303-495-5921 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$915M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$915Mregulatory AUM
Discretionary $681.4MNon-discretionary $233.6M