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Building 2DEGREEN PRIVATE WEALTH, LLC

Map pinSCOTTSDALE, AZ
Phone440-409-6352
NotebookSEC #801-130724
Total AUM
$132.8M
Employees
1
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14301 N 87TH ST
SUITE 117
SCOTTSDALE
AZ 85260
United States
Operating Hours
7 AM - 3 PM
Monday - Friday
Phone
440-409-6352

ReceiptFinancials

Total AUM
$132.8M
Accounts
261
Discretionary
$114.6M
Accounts
242
Non-Discretionary
$18.2M
Accounts
19

ContactClients

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Individual Clients
42
AUM
$21.5M
HNW Individual Clients
42
AUM
$111.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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

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