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Building 2WISER ADVISOR GROUP

Map pin
Phone480-500-9055
NotebookSEC #801-127992
Total AUM
$127.8M
Employees
3
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
480-500-9055
Other Offices
1

ReceiptFinancials

Total AUM
$127.8M
Accounts
155
Discretionary
$127.2M
Accounts
154
Non-Discretionary
$605.1K
Accounts
1

ContactClients

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Individual Clients
33
AUM
$5.9M
HNW Individual Clients
97
AUM
$106.7M
Pension/Profit Sharing Plan Clients
11
AUM
$5.9M
Charitable Organization Clients
9
AUM
$8.9M
Corporation or Business Clients
4
AUM
$412.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLINMAMINCNJNVSCSDTNTXUTWI

HandshakeAffiliates

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

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