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Building 2WEALTH MANAGEMENT SOLUTIONS

Map pinSCOTTSDALE, AZ
Phone480-609-4334
NotebookSEC #801-122994
Total AUM
$172.6M
Employees
4
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8550 E. SHEA BOULEVARD, SUITE 130
SCOTTSDALE
AZ 85260
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
480-609-4334

ReceiptFinancials

Total AUM
$172.6M
Accounts
411
Discretionary
$172.6M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$19.9M
HNW Individual Clients
53
AUM
$143M
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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

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