1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JUNIPER INVESTMENT ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone480-840-8414
NotebookSEC #801-115235
Total AUM
$258.5M
Employees
13
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 N. SCOTTSDALE RD.
SUITE 2050
SCOTTSDALE
AZ 85253
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
480-840-8414
Other Offices
5

ReceiptFinancials

Total AUM
$258.5M
Accounts
7
Discretionary
$49.9M
Accounts
5
Non-Discretionary
$208.6M
Accounts
2

ContactClients

View more in analytics →

Pooled Vehicle Clients
5
AUM
$49.9M
Corporation or Business Clients
1
AUM
$208.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account