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Building 2JUNCTURE WEALTH STRATEGIES, LLC

Map pinSCOTTSDALE, AZ
Phone480-253-4100
NotebookSEC #801-113927
Total AUM
$473.6M
Employees
11
Clients
464

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8777 E. VIA DE VENTURA
SUITE 120
SCOTTSDALE
AZ 85258
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
480-253-4100
Other Offices
2

ReceiptFinancials

Total AUM
$473.6M
Accounts
1,122
Discretionary
$462.1M
Accounts
21
Non-Discretionary
$11.6M
Accounts
1,101

ContactClients

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Individual Clients
291
AUM
$63M
HNW Individual Clients
171
AUM
$404.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKYOHORTX

HandshakeAffiliates

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

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