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Ely, Guerdon Tisdale (Chico)


Ely, Guerdon Tisdale is a large advisory firm based in Chico. It manages $29 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

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Ely, Guerdon Tisdale provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ely, Guerdon Tisdale: assets under management

The assets under management (AUM) of Ely, Guerdon Tisdale is $29 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $275.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ely, Guerdon Tisdale for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chico

The principal office where Ely, Guerdon Tisdale performs its advisory services is located at 686 Rio Lindo Avenue, Chico, CA 95926, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 530-895-0636 or by fax 530-893-8245. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.piaplans.com.


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