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Building 2ENSIGN ADVISORY PARTNERS LLC

Map pinGILBERT, AZ
Phone480-626-5855
NotebookSEC #801-136024
Total AUM
$101M
Employees
3
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 E. RIVULON BLVD.
SUITE 103B
GILBERT
AZ 85297
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-626-5855

ReceiptFinancials

Total AUM
$101M
Accounts
697
Discretionary
$57.4M
Accounts
391
Non-Discretionary
$43.6M
Accounts
306

ContactClients

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Individual Clients
236
AUM
$50M
HNW Individual Clients
12
AUM
$31.3M
Pension/Profit Sharing Plan Clients
35
AUM
$16.6M
Corporation or Business Clients
21
AUM
$3.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXUTWA

HandshakeAffiliates

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

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