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Building 2INLIGN WEALTH MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone602-385-3266
NotebookSEC #801-61228
Total AUM
$43.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2355 EAST CAMELBACK ROAD
SUITE 750
PHOENIX
AZ 85016
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
602-385-3266

ReceiptFinancials

Total AUM
$43.3M
Accounts
6
Discretionary
$33.3M
Accounts
5
Non-Discretionary
$10M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SERVICE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNCNENHNVSDTXVAWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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