1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEM WEALTH MANAGEMENT

Map pinTUCSON, AZ
Phone520-749-4580
NotebookSEC #801-55690
Total AUM
$933.5M
Employees
11
Clients
1,992

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7367 E. TANQUE VERDE RD
TUCSON
AZ 85715-3475
United States
Operating Hours
7 AM TO 3 PM
Monday - Friday
Phone
520-749-4580
Other Offices
1

ReceiptFinancials

Total AUM
$933.5M
Accounts
4,065
Discretionary
$734.6M
Accounts
3,936
Non-Discretionary
$198.9M
Accounts
129

ContactClients

View more in analytics →

Individual Clients
1,720
AUM
$335.5M
HNW Individual Clients
260
AUM
$416.2M
Charitable Organization Clients
10
AUM
$1.5M
Investment Advisor Clients
1
AUM
$180.1M
Corporation or Business Clients
1
AUM
$220K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAILINMDMIMNMONCNENHNJNYOHOKPASCTNTXUTVAWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account