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Building 2SPAHN WEALTH & RETIREMENT LLC

Map pinSCOTTSDALE, AZ
Phone602-730-6114
NotebookSEC #801-125766
Total AUM
$181.4M
Employees
2
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4310 NORTH 75TH STREET
SCOTTSDALE
AZ 85251
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
602-730-6114

ReceiptFinancials

Total AUM
$181.4M
Accounts
283
Discretionary
$181.4M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$45.9M
HNW Individual Clients
57
AUM
$135.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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