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Building 2BAYNTREE WEALTH ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone480.494.2750
NotebookSEC #801-121867
Total AUM
$241.1M
Employees
13
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 NORTH SCOTTSDALE ROAD
SUITE 2055
SCOTTSDALE
AZ 85253
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
480.494.2750
Other Offices
4

ReceiptFinancials

Total AUM
$241.1M
Accounts
1,208
Discretionary
$230.4M
Accounts
1,188
Non-Discretionary
$10.7M
Accounts
20

ContactClients

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Individual Clients
406
AUM
$99.4M
HNW Individual Clients
104
AUM
$141.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILMDNMOHTXVA

HandshakeAffiliates

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

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