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Building 2FINANCIAL LIFE PLANNERS

Map pinTEMPE, AZ
Phone480-477-8530
NotebookSEC #801-127888
Total AUM
$208.4M
Employees
7
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2151 E BROADWAY
SUITE 203
TEMPE
AZ 85282
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
480-477-8530
Other Offices
1

ReceiptFinancials

Total AUM
$208.4M
Accounts
779
Discretionary
$208.3M
Accounts
778
Non-Discretionary
$34.6K
Accounts
1

ContactClients

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Individual Clients
229
AUM
$78.9M
HNW Individual Clients
69
AUM
$129.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNMORPATXWA

HandshakeAffiliates

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

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