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Building 2FOOTHILLS ADVISORS, LLC

Map pinCAVE CREEK, AZ
Phone480-203-8879
NotebookSEC #801-129654
Total AUM
$128.5M
Employees
3
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6702 E CAVE CREEK ROAD
#4
CAVE CREEK
AZ 85331
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
480-203-8879

ReceiptFinancials

Total AUM
$128.5M
Accounts
440
Discretionary
$128.5M
Accounts
440
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$41.8M
HNW Individual Clients
48
AUM
$85.2M
Charitable Organization Clients
1
AUM
$884.2K
Corporation or Business Clients
3
AUM
$625.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCONEOR

HandshakeAffiliates

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

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