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Building 2ARMA FINANCIAL SERVICES, INC.

Map pinSCOTTSDALE, AZ
Phone480-505-4004
NotebookSEC #801-29011
Total AUM
$68.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18899 N. THOMPSON PEAK PKWY.
SUITE 100
SCOTTSDALE
AZ 85255
United States
Operating Hours
6:00 AM - 4:00 PM
Monday - Friday
Phone
480-505-4004

ReceiptFinancials

Total AUM
$68.5M
Accounts
316
Discretionary
$65.5M
Accounts
308
Non-Discretionary
$3M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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