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Building 2GLASS FINANCIAL SERVICES INC

Map pinPHOENIX, AZ
Phone602-952-1202
NotebookSEC #801-57554
Total AUM
$10.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4455 EAST CAMELBACK ROAD
SUITE 260D
PHOENIX
AZ 85018-3977
USA
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
602-952-1202

ReceiptFinancials

Total AUM
$10.5M
Accounts
85
Discretionary
$9.7M
Accounts
77
Non-Discretionary
$757K
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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