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Building 2BEDROCK INVESTMENT ADVISORS

Map pinSCOTTSDALE, AZ
Phone800-779-4183
NotebookSEC #801-108290
Total AUM
$29.5M
Employees
11
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7621 E. GRAY RD. SUITE C.
SCOTTSDALE
AZ 85260
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
800-779-4183
Other Offices
6

ReceiptFinancials

Total AUM
$29.5M
Accounts
165
Discretionary
$29.5M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
162
AUM
$21.8M
HNW Individual Clients
3
AUM
$7.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLKSLAMINYORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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