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Building 2SEROS FINANCIAL, LLC

Map pinGILBERT, AZ
Phone480-967-1155
NotebookSEC #801-120609
Total AUM
$359.2M
Employees
10
Clients
456

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 E RIVULON BLVD
SUITE 304
GILBERT
AZ 85297
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
480-967-1155

ReceiptFinancials

Total AUM
$359.2M
Accounts
1,049
Discretionary
$359.2M
Accounts
1,049
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
320
AUM
$123.3M
HNW Individual Clients
121
AUM
$217.8M
Pension/Profit Sharing Plan Clients
8
AUM
$15.3M
Charitable Organization Clients
2
AUM
$709.2K
Corporation or Business Clients
5
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONMTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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