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Building 2GPS INVESTMENTS

Map pinSCOTTSDALE, AZ
Phone602-558-1211
NotebookSEC #801-131396
Total AUM
$127.7M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7702 EAST DOUBLETREE RANCH ROAD
SUITE 300
SCOTTSDALE
AZ 85258
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
602-558-1211
Other Offices
2

ReceiptFinancials

Total AUM
$127.7M
Accounts
352
Discretionary
$127.7M
Accounts
352
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$21.3M
HNW Individual Clients
33
AUM
$106.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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