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Building 2JUNCTURE ASSET MANAGEMENT

Map pinSCOTTSDALE, AZ
Phone480-253-4100
NotebookSEC #801-117972
Total AUM
$363.4M
Employees
6
Clients
398

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

ReceiptFinancials

Total AUM
$363.4M
Accounts
880
Discretionary
$352.5M
Accounts
861
Non-Discretionary
$10.9M
Accounts
19

ContactClients

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Individual Clients
233
AUM
$34.4M
HNW Individual Clients
162
AUM
$326.8M
Pension/Profit Sharing Plan Clients
3
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAOH

HandshakeAffiliates

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

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