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Building 2SCOTTSDALE WEALTH PLANNING, INC.

Map pinSCOTTSDALE, AZ
Phone(480) 550-8555
NotebookSEC #801-113207
Total AUM
$171.5M
Employees
2
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7033 E. MAIN STREET
SUITE 104
SCOTTSDALE
AZ 85251
United States
Operating Hours
8:00AM - 5:00PM MST
Monday - Friday
Phone
(480) 550-8555

ReceiptFinancials

Total AUM
$171.5M
Accounts
312
Discretionary
$171.5M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$14.9M
HNW Individual Clients
43
AUM
$156.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZ

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

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