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Building 2ILIAD WEALTH SOLUTIONS

Map pinPHOENIX, AZ
Phone412-310-3207
NotebookSEC #801-122528
Total AUM
$10.9M
Employees
3
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6991 E CAMELBACK RD
SUITE D300
PHOENIX
AZ 85251
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
412-310-3207
Other Offices
1

ReceiptFinancials

Total AUM
$10.9M
Accounts
72
Discretionary
$2.4M
Accounts
25
Non-Discretionary
$8.4M
Accounts
47

ContactClients

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Individual Clients
10
AUM
$553K
HNW Individual Clients
1
AUM
$1.8M
Pension/Profit Sharing Plan Clients
47
AUM
$8.4M
Corporation or Business Clients
1
AUM
$90.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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