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Building 2ABLE FINANCIAL GROUP, LLC

Map pinSCOTTSDALE, AZ
Phone480-258-6104
NotebookSEC #801-127165
Total AUM
$732.9M
Employees
14
Clients
625

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8737 E. VIA DE COMMERCIO
SUITE 100
SCOTTSDALE
AZ 85258
United States
Operating Hours
7AM - 5PM
Monday - Friday
Phone
480-258-6104

ReceiptFinancials

Total AUM
$732.9M
Accounts
1,694
Discretionary
$725.8M
Accounts
1,680
Non-Discretionary
$7.2M
Accounts
14

ContactClients

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Individual Clients
329
AUM
$105.1M
HNW Individual Clients
284
AUM
$601.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
6
AUM
$12.4M
Corporation or Business Clients
5
AUM
$11.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLGAILLAMAMDNYTXUTVA

HandshakeAffiliates

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

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