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Building 2JUNCTURE WEALTH STRATEGIES, LLC

Map pinSCOTTSDALE, AZ
Phone480-253-4100
NotebookSEC #801-110542
Total AUM
$226.6M
Employees
7
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15279 N SCOTTSDALE ROAD
SUITE 230
SCOTTSDALE
AZ 85254
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
480-253-4100
Other Offices
1

ReceiptFinancials

Total AUM
$226.6M
Accounts
490
Discretionary
$226.6M
Accounts
490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$18.1M
HNW Individual Clients
105
AUM
$207.2M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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