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Building 2MADISON SCOTTSDALE

Map pinSCOTTSDALE, AZ
Phone480-596-3338
NotebookSEC #801-60508
Total AUM
$2.1B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8777 N. GAINEY CENTER DRIVE
SUITE 220
SCOTTSDALE
AZ 85258
United States
Operating Hours
7:30 AM TO 4:30 PM
Monday - Friday
Phone
480-596-3338

ReceiptFinancials

Total AUM
$2.1B
Accounts
54
Discretionary
$2B
Accounts
51
Non-Discretionary
$14.4M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Other Services
Other Services
PORTFOLIO MANAGEMENT FOR INSURANCE COMPANIES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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