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Building 2GLOBAL STRATEGIC NEXTGEN OCIO

Map pinSCOTTSDALE, AZ
Phone480-935-2210
NotebookSEC #801-114835
Total AUM
$1.6B
Employees
7
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165
SCOTTSDALE
AZ 85258
United States
Operating Hours
9AM- 5PM
Monday - Friday
Phone
480-935-2210
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
401
Discretionary
$1.6B
Accounts
385
Non-Discretionary
$21.2M
Accounts
16

ContactClients

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Individual Clients
22
AUM
$8.7M
HNW Individual Clients
92
AUM
$1.2B
Charitable Organization Clients
15
AUM
$426.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AZCAFLNCNYTXUT

HandshakeAffiliates

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

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