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Building 2FOOTHILLS ASSET MANAGEMENT LTD

Map pinSCOTTSDALE, AZ
Phone480-777-9870
NotebookSEC #801-55154
Total AUM
$197.3M
Employees
4
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8767 E. VIA DE VENTURA
SUITE 175
SCOTTSDALE
AZ 85258-3376
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-777-9870

ReceiptFinancials

Total AUM
$197.3M
Accounts
280
Discretionary
$197.3M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$27.4M
HNW Individual Clients
59
AUM
$165.5M
Pension/Profit Sharing Plan Clients
3
AUM
$3.6M
Charitable Organization Clients
1
AUM
$785.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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