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Building 2WEALTH TRUST - ARIZONA LLC

Map pinSCOTTSDALE, AZ
Phone480-483-7300
NotebookSEC #801-52723
Total AUM
$559.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8434 E. SHEA BOULEVARD
SCOTTSDALE
AZ 85260-6634
USA
Operating Hours
8AM - 5PM
Monday - Friday
Phone
480-483-7300

ReceiptFinancials

Total AUM
$559.7M
Accounts
2,071
Discretionary
$392.2M
Accounts
1,992
Non-Discretionary
$167.5M
Accounts
79

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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

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