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Building 2TREIBERG WEALTH MANAGEMENT

Map pinTUCSON, AZ
Phone(520) 232-0505
NotebookSEC #801-116731
Total AUM
$325.1M
Employees
6
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3573 EAST SUNRISE DRIVE
SUITE 115
TUCSON
AZ 85718
United States
Operating Hours
8:00 - 4:30
Monday - Friday
Phone
(520) 232-0505

ReceiptFinancials

Total AUM
$325.1M
Accounts
706
Discretionary
$325.1M
Accounts
706
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$39.2M
HNW Individual Clients
151
AUM
$283.8M
Pension/Profit Sharing Plan Clients
3
AUM
$1.2M
Corporation or Business Clients
1
AUM
$906.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINTX

HandshakeAffiliates

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

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