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Building 2ATTESSA CAPITAL LLC

Map pinTUCSON, AZ
Phone520-600-3064
NotebookSEC #801-129457
Total AUM
$343.5M
Employees
8
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3900 E VIA PALOMITA
TUCSON
AZ 85718
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
520-600-3064
Other Offices
1

ReceiptFinancials

Total AUM
$343.5M
Accounts
699
Discretionary
$343.5M
Accounts
699
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$53.9M
HNW Individual Clients
116
AUM
$281.4M
Charitable Organization Clients
3
AUM
$2.2M
Corporation or Business Clients
2
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FREE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXUT

HandshakeAffiliates

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

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