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Building 2SOCIAL LEVERAGE ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone602-315-9966
NotebookSEC #801-126232
Total AUM
$443.7M
Employees
7
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8390 E. VIA DE VENTURA
SUITE F110-207
SCOTTSDALE
AZ 85258
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
602-315-9966

ReceiptFinancials

Total AUM
$443.7M
Accounts
11
Discretionary
$443.7M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
11
AUM
$443.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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