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Building 2WELLSPRING FINANCIAL PARTNERS

Map pinTUCSON, AZ
Phone520-327-1019
NotebookSEC #801-112630
Total AUM
$1.2B
Employees
10
Clients
470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4703 E. CAMP LOWELL DRIVE
SUITE 135
TUCSON
AZ 85712
United States
Operating Hours
8:00 - 3:00
Monday - Friday
Phone
520-327-1019
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
470
Discretionary
$976.5M
Accounts
465
Non-Discretionary
$244.5M
Accounts
5

ContactClients

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Individual Clients
297
AUM
$90.4M
HNW Individual Clients
121
AUM
$358.7M
Pension/Profit Sharing Plan Clients
52
AUM
$771.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLAMAMNNCTXUTVAWAWI

HandshakeAffiliates

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

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