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Building 2BOX HILL PRIVATE WEALTH

Map pin
Phone480-672-2800
NotebookSEC #801-135287
Total AUM
$137.5M
Employees
1
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00-5:00
Monday - Friday
Phone
480-672-2800

ReceiptFinancials

Total AUM
$137.5M
Accounts
193
Discretionary
$137.5M
Accounts
193
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$4.2M
HNW Individual Clients
37
AUM
$133.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZLATX

HandshakeAffiliates

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

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