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Building 2J.P. ATKINSON & ASSOCIATES, INC.

Map pinSCOTTSDALE, AZ
Phone480-348-5525
NotebookSEC #801-60312
Total AUM
$65M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7725 E. REDFIELD RD
STE 104
SCOTTSDALE
AZ 85260
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-348-5525

ReceiptFinancials

Total AUM
$65M
Accounts
650
Discretionary
$0
Accounts
0
Non-Discretionary
$65M
Accounts
650

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDCGAMDVA

HandshakeAffiliates

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

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