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GORIAN INVESTMENTS

PHILLIP K GORIAN

CRD 159969

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$26.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-10

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals19$3.7M
High net worth individuals6$22.6M

All web addresses on file

Official SEC filing: View on IAPD