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Building 2JUNCTURE WEALTH ADVISORS, LLC

Map pinPHOENIX, AZ
Phone480-721-8900
NotebookSEC #801-119406
Total AUM
$2.8M
Employees
2
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1440 E. MISSOURI AVENUE
SUITE C210
PHOENIX
AZ 85014
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
480-721-8900

ReceiptFinancials

Total AUM
$2.8M
Accounts
17
Discretionary
$2.8M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTX

HandshakeAffiliates

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

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