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TRIBECA FINANCIAL, LLC
MESA, AZ
480-553-6247
SEC #801-60441Total AUM
$248.3M
Employees
6Clients
248Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2812 N. NORWALK
STE 103
MESA
AZ 85215
United States
STE 103
MESA
AZ 85215
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
480-553-6247
Other Offices
2
Financials
Total AUM
$248.3M
Accounts
574Discretionary
$180.2M
Accounts
394Non-Discretionary
$68.1M
Accounts
180
Clients
Individual Clients
160AUM
$37.5M
HNW Individual Clients
59AUM
$143.8M
Pension/Profit Sharing Plan Clients
14AUM
$26.2M
Charitable Organization Clients
1AUM
$30.6K
Investment Advisor Clients
4AUM
$5.6M
Corporation or Business Clients
10AUM
$35.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SOLICITATION
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
AKAZCAMONMNVTXUTVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.