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Building 2DEW WEALTH MANAGEMENT

Map pinSCOTTSDALE, AZ
Phone480-614-9119
NotebookSEC #801-108014
Total AUM
$464.7M
Employees
40
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8888 E. RAINTREE DRIVE
SUITE 110
SCOTTSDALE
AZ 85260
United States
Operating Hours
M-TH 8:30AM - 4:30PM; FRIDAY 8:30AM - 3:30PM
Monday - Friday
Phone
480-614-9119
Other Offices
16

ReceiptFinancials

Total AUM
$464.7M
Accounts
596
Discretionary
$201.4M
Accounts
223
Non-Discretionary
$263.3M
Accounts
373

ContactClients

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Individual Clients
37
AUM
$14.2M
HNW Individual Clients
209
AUM
$450.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Misdemeanor Conviction
State Registrations
ARAZCACOFLIAILKSKYMDMIMOMSNCNENHNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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