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Building 2S.C. FINANCIAL SERVICES, INC.

Map pin
Phone480-214-9596
NotebookSEC #801-118451
Total AUM
$180.1M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
480-214-9596
Other Offices
2

ReceiptFinancials

Total AUM
$180.1M
Accounts
177
Discretionary
$180.1M
Accounts
177
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$11.4M
HNW Individual Clients
29
AUM
$168.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

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

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