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Building 2RELEVE FINANCIAL GROUP

Map pinSCOTTSDALE, AZ
Phone612-801-5440
NotebookSEC #801-108540
Total AUM
$255.6M
Employees
7
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9375 E SHEA BLVD
SUITE 100
SCOTTSDALE
AZ 85260
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Phone
612-801-5440
Other Offices
5

ReceiptFinancials

Total AUM
$255.6M
Accounts
1,275
Discretionary
$255.6M
Accounts
1,275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
234
AUM
$77.5M
HNW Individual Clients
87
AUM
$178.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNNJTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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