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Building 2ZENITH WEALTH ADVISORS

Map pinSCOTTSDALE, AZ
Phone480-999-9900
NotebookSEC #801-123228
Total AUM
$328.3M
Employees
4
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 N. SCOTTSDALE ROAD
STE 1500
SCOTTSDALE
AZ 85251
United States
Operating Hours
9-5
Monday - Friday
Phone
480-999-9900

ReceiptFinancials

Total AUM
$328.3M
Accounts
314
Discretionary
$328.3M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11.1M
HNW Individual Clients
52
AUM
$258.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.1M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
7
AUM
$49.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

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

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