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Building 2ROWLAND CARMICHAEL ADVISORS INC

Map pinSCOTTSDALE, AZ
Phone480-421-2660
NotebookSEC #801-31188
Total AUM
$266.4M
Employees
7
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6720 NORTH SCOTTSDALE ROAD
SUITE 212
SCOTTSDALE
AZ 85253-4426
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
480-421-2660

ReceiptFinancials

Total AUM
$266.4M
Accounts
589
Discretionary
$249.6M
Accounts
577
Non-Discretionary
$16.8M
Accounts
12

ContactClients

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Individual Clients
119
AUM
$43.1M
HNW Individual Clients
72
AUM
$194.3M
Pension/Profit Sharing Plan Clients
6
AUM
$4.2M
Charitable Organization Clients
7
AUM
$19.6M
Corporation or Business Clients
6
AUM
$5.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANETX

HandshakeAffiliates

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

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