J.P. ATKINSON & ASSOCIATES, INC.
Total AUM
$65M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7725 E. REDFIELD RD
STE 104
SCOTTSDALE
AZ 85260
USA
STE 104
SCOTTSDALE
AZ 85260
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
480-348-5525
Financials
Total AUM
$65M
Accounts
650Discretionary
$0
Accounts
0Non-Discretionary
$65M
Accounts
650
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZDCGAMDVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.